Aull & Monroe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,969
| Closed | -$214K | – | 136 |
|
|
2021
Q2 | $214K | Hold |
3,969
| – | – | 0.1% | 130 |
|
|
2021
Q1 | $200K | Buy |
+3,969
| New | +$200K | 0.1% | 131 |
|
|
2020
Q1 | – | Sell |
-5,689
| Closed | -$273K | – | 124 |
|
|
2019
Q4 | $273K | Hold |
5,689
| – | – | 0.14% | 114 |
|
|
2019
Q3 | $257K | Hold |
5,689
| – | – | 0.14% | 114 |
|
|
2019
Q2 | $204K | Sell |
5,689
-132
| -2% | -$4.73K | 0.11% | 126 |
|
|
2019
Q1 | $212K | Buy |
+5,821
| New | +$212K | 0.11% | 124 |
|
|
2018
Q4 | – | Sell |
-6,086
| Closed | -$269K | – | 129 |
|
|
2018
Q3 | $269K | Hold |
6,086
| – | – | 0.13% | 119 |
|
|
2018
Q2 | $356K | Hold |
6,086
| – | – | 0.18% | 99 |
|
|
2018
Q1 | $425K | Hold |
6,086
| – | – | 0.22% | 92 |
|
|
2017
Q4 | $365K | Sell |
6,086
-132
| -2% | -$7.92K | 0.18% | 95 |
|
|
2017
Q3 | $406K | Hold |
6,218
| – | – | 0.21% | 95 |
|
|
2017
Q2 | $416K | Hold |
6,218
| – | – | 0.22% | 95 |
|
|
2017
Q1 | $388K | Hold |
6,218
| – | – | 0.21% | 95 |
|
|
2016
Q4 | $320K | Hold |
6,218
| – | – | 0.18% | 101 |
|
|
2016
Q3 | $275K | Buy |
+6,218
| New | +$275K | 0.16% | 110 |
|