B. Riley Wealth Management’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 |
-4,324
| Closed | -$213K | – | 712 |
|
2021
Q4 | $213K | Buy |
+4,324
| New | +$213K | 0.01% | 568 |
|
2014
Q4 | – | Sell |
-529
| Closed | -$38K | – | 1105 |
|
2014
Q3 | $38K | Hold |
529
| – | – | 0.03% | 468 |
|
2014
Q2 | $36K | Hold |
529
| – | – | 0.02% | 537 |
|
2014
Q1 | $37K | Buy |
+529
| New | +$37K | 0.03% | 506 |
|