Apriem Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,350
| Closed | -$264K | – | 157 |
|
|
2021
Q4 | $264K | Hold |
5,350
| – | – | 0.04% | 124 |
|
|
2021
Q3 | $228K | Sell |
5,350
-238
| -4% | -$10.1K | 0.03% | 136 |
|
|
2021
Q2 | $301K | Buy |
5,588
+39
| +0.7% | +$2.1K | 0.04% | 119 |
|
|
2021
Q1 | $280K | Buy |
5,549
+470
| +9% | +$23.7K | 0.04% | 120 |
|
|
2020
Q4 | $213K | Buy |
+5,079
| New | +$213K | 0.04% | 122 |
|
|
2018
Q4 | – | Sell |
-6,317
| Closed | -$280K | – | 145 |
|
|
2018
Q3 | $280K | Sell |
6,317
-47,147
| -88% | -$2.09M | 0.06% | 112 |
|
|
2018
Q2 | $3.13M | Sell |
53,464
-203
| -0.4% | -$11.9K | 0.7% | 30 |
|
|
2018
Q1 | $3.74M | Sell |
53,667
-16,882
| -24% | -$1.18M | 0.91% | 33 |
|
|
2017
Q4 | $4.24M | Sell |
70,549
-3,224
| -4% | -$194K | 1.05% | 29 |
|
|
2017
Q3 | $4.82M | Sell |
73,773
-29,401
| -28% | -$1.92M | 1.2% | 22 |
|
|
2017
Q2 | $6.91M | Sell |
103,174
-34,582
| -25% | -$2.32M | 1.83% | 15 |
|
|
2017
Q1 | $8.59M | Buy |
137,756
+9,962
| +8% | +$621K | 2.33% | 10 |
|
|
2016
Q4 | $6.56M | Sell |
127,794
-2,611
| -2% | -$134K | 1.95% | 13 |
|
|
2016
Q3 | $5.76M | Buy |
130,405
+108,643
| +499% | +$4.8M | 1.72% | 17 |
|
|
2016
Q2 | $777K | Buy |
21,762
+21,100
| +3,187% | +$753K | 0.25% | 59 |
|
|
2016
Q1 | $24K | Buy |
+662
| New | +$24K | 0.01% | 284 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 576 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 517 |
|