Bar Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,074
| Closed | -$312K | – | 352 |
|
|
2016
Q4 | $312K | Hold |
6,074
| – | – | 0.03% | 273 |
|
|
2016
Q3 | $268K | Hold |
6,074
| – | – | 0.03% | 294 |
|
|
2016
Q2 | $217K | Buy |
6,074
+139
| +2% | +$4.97K | 0.03% | 300 |
|
|
2016
Q1 | $212K | Hold |
5,935
| – | – | 0.03% | 290 |
|
|
2015
Q4 | $269K | Buy |
5,935
+1,204
| +25% | +$54.6K | 0.03% | 252 |
|
|
2015
Q3 | $284K | Buy |
+4,731
| New | +$284K | 0.04% | 241 |
|