Wealthspire Advisors (Maryland)’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-130
| Closed | -$22K | – | 2071 |
|
|
2019
Q1 | $22K | Buy |
130
+10
| +8% | +$1.69K | ﹤0.01% | 1244 |
|
|
2018
Q4 | $22K | Buy |
120
+85
| +243% | +$15.6K | ﹤0.01% | 1172 |
|
|
2018
Q3 | $6K | Buy |
35
+5
| +17% | +$857 | ﹤0.01% | 1752 |
|
|
2018
Q2 | $4K | Buy |
30
+7
| +30% | +$933 | ﹤0.01% | 1915 |
|
|
2018
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 2075 |
|
|
2017
Q4 | $3K | Buy |
23
+16
| +229% | +$2.09K | ﹤0.01% | 2034 |
|
|
2017
Q3 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 2159 |
|
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2294 |
|
|
2017
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2034 |
|
|
2016
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1855 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1814 |
|
|
2016
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1821 |
|
|
2016
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1856 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1780 |
|