ACI
Advance Capital I’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,200
| Closed | -$252K | – | 170 |
|
|
2015
Q4 | $252K | Sell |
4,200
-7,100
| -63% | -$426K | 0.24% | 134 |
|
|
2015
Q3 | $898K | Sell |
11,300
-3,300
| -23% | -$262K | 0.74% | 50 |
|
|
2015
Q2 | $1.15M | Buy |
+14,600
| New | +$1.15M | 0.75% | 27 |
|
|
2015
Q1 | – | Sell |
-25,100
| Closed | -$2.78M | – | 222 |
|
|
2014
Q4 | $2.78M | Sell |
25,100
-5,300
| -17% | -$587K | 1.47% | 3 |
|
|
2014
Q3 | $2.96M | Hold |
30,400
| – | – | 1.44% | 2 |
|
|
2014
Q2 | $2.81M | Buy |
+30,400
| New | +$2.81M | 1.32% | 4 |
|