WFG Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-300
| Closed | -$33K | – | 1675 |
|
|
2017
Q1 | $33K | Hold |
300
| – | – | 0.01% | 772 |
|
|
2016
Q4 | $35K | Hold |
300
| – | – | 0.01% | 805 |
|
|
2016
Q3 | $34K | Hold |
300
| – | – | 0.01% | 802 |
|
|
2016
Q2 | $35K | Hold |
300
| – | – | 0.01% | 792 |
|
|
2016
Q1 | $32K | Hold |
300
| – | – | 0.01% | 781 |
|
|
2015
Q4 | $30K | Hold |
300
| – | – | 0.01% | 801 |
|
|
2015
Q3 | $27K | Hold |
300
| – | – | 0.01% | 813 |
|
|
2015
Q2 | $26K | Sell |
300
-11
| -4% | -$953 | 0.01% | 904 |
|
|
2015
Q1 | $28K | Hold |
311
| – | – | 0.01% | 906 |
|
|
2014
Q4 | $26K | Hold |
311
| – | – | 0.01% | 1131 |
|
|
2014
Q3 | $21K | Buy |
311
+11
| +4% | +$743 | ﹤0.01% | 1262 |
|
|
2014
Q2 | $23K | Hold |
300
| – | – | ﹤0.01% | 1220 |
|
|
2014
Q1 | $23K | Hold |
300
| – | – | ﹤0.01% | 1199 |
|
|
2013
Q4 | $22K | Hold |
300
| – | – | ﹤0.01% | 1319 |
|
|
2013
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 1305 |
|
|
2013
Q2 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 1300 |
|