WBH Advisory’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,100
| Closed | -$206K | – | 325 |
|
|
2022
Q1 | $206K | Hold |
1,100
| – | – | 0.03% | 306 |
|
|
2021
Q4 | $269K | Hold |
1,100
| – | – | 0.03% | 279 |
|
|
2021
Q3 | $255K | Hold |
1,100
| – | – | 0.03% | 262 |
|
|
2021
Q2 | $266K | Hold |
1,100
| – | – | 0.04% | 237 |
|
|
2021
Q1 | $337K | Sell |
1,100
-25
| -2% | -$7.66K | 0.05% | 213 |
|
|
2020
Q4 | $318K | Hold |
1,125
| – | – | 0.05% | 208 |
|
|
2020
Q3 | $213K | Sell |
1,125
-50
| -4% | -$9.47K | 0.04% | 236 |
|
|
2020
Q2 | $233K | Hold |
1,175
| – | – | 0.06% | 219 |
|
|
2020
Q1 | $235 | Hold |
1,175
| – | – | 0.06% | 202 |
|
|
2019
Q4 | $228K | Hold |
1,175
| – | – | 0.05% | 228 |
|
|
2019
Q3 | $215K | Buy |
+1,175
| New | +$215K | 0.05% | 229 |
|
|
2019
Q2 | – | Sell |
-1,225
| Closed | -$207K | – | 237 |
|
|
2019
Q1 | $207K | Buy |
1,225
+125
| +11% | +$21.1K | 0.05% | 226 |
|
|
2018
Q4 | $201 | Buy |
+1,100
| New | +$201 | 0.05% | 220 |
|