Avantax Planning Partners’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,016
| Closed | -$89K | – | 1186 |
|
|
2018
Q3 | $89K | Buy |
+2,016
| New | +$89K | 0.01% | 374 |
|
|
2018
Q2 | – | Sell |
-3,821
| Closed | -$265K | – | 1468 |
|
|
2018
Q1 | $265K | Sell |
3,821
-271
| -7% | -$18.8K | 0.02% | 249 |
|
|
2017
Q4 | $246K | Sell |
4,092
-509
| -11% | -$30.6K | 0.02% | 261 |
|
|
2017
Q3 | $300K | Sell |
4,601
-1,446
| -24% | -$94.3K | 0.02% | 269 |
|
|
2017
Q2 | $405K | Buy |
6,047
+33
| +0.5% | +$2.21K | 0.03% | 217 |
|
|
2017
Q1 | $375K | Buy |
6,014
+174
| +3% | +$10.9K | 0.03% | 214 |
|
|
2016
Q4 | $300K | Buy |
+5,840
| New | +$300K | 0.03% | 228 |
|