Beacon Financial Advisory’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-7,263
Closed -$242K 187
2020
Q2
$242K Hold
7,263
0.26% 119
2020
Q1
$228K Buy
7,263
+119
+2% +$3.74K 0.29% 112
2019
Q4
$342K Buy
+7,144
New +$342K 0.29% 102