Advantage Investment Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $12K | Sell |
274
-1,110
| -80% | -$48.6K | 0.01% | 626 |
|
|
2019
Q2 | $50K | Hold |
1,384
| – | – | 0.04% | 344 |
|
|
2019
Q1 | $50K | Sell |
1,384
-971
| -41% | -$35.1K | 0.04% | 348 |
|
|
2018
Q4 | $66K | Sell |
2,355
-446
| -16% | -$12.5K | 0.05% | 297 |
|
|
2018
Q3 | $124K | Sell |
2,801
-77
| -3% | -$3.41K | 0.08% | 232 |
|
|
2018
Q2 | $168K | Sell |
2,878
-13
| -0.4% | -$759 | 0.12% | 146 |
|
|
2018
Q1 | $202K | Buy |
2,891
+459
| +19% | +$32.1K | 0.08% | 156 |
|
|
2017
Q4 | $146K | Hold |
2,432
| – | – | 0.05% | 212 |
|
|
2017
Q3 | $159K | Sell |
2,432
-1,873
| -44% | -$122K | 0.05% | 190 |
|
|
2017
Q2 | $288K | Buy |
4,305
+4,043
| +1,543% | +$270K | 0.1% | 137 |
|
|
2017
Q1 | $16K | Hold |
262
| – | – | 0.01% | 596 |
|
|
2016
Q4 | $13K | Buy |
262
+45
| +21% | +$2.23K | ﹤0.01% | 590 |
|
|
2016
Q3 | $10K | Hold |
217
| – | – | ﹤0.01% | 625 |
|
|
2016
Q2 | $8K | Buy |
217
+24
| +12% | +$885 | ﹤0.01% | 639 |
|
|
2016
Q1 | $7K | Hold |
193
| – | – | ﹤0.01% | 636 |
|
|
2015
Q4 | $9K | Sell |
193
-535
| -73% | -$24.9K | ﹤0.01% | 593 |
|
|
2015
Q3 | $44K | Sell |
728
-733
| -50% | -$44.3K | 0.03% | 332 |
|
|
2015
Q2 | $87K | Buy |
1,461
+48
| +3% | +$2.86K | 0.04% | 264 |
|
|
2015
Q1 | $97K | Buy |
1,413
+1,175
| +494% | +$80.7K | 0.06% | 245 |
|
|
2014
Q4 | $20K | Buy |
+238
| New | +$20K | 0.01% | 425 |
|