Beacon Financial Group’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,064
| Closed | -$304K | – | 217 |
|
|
2017
Q4 | $304K | Sell |
5,064
-55
| -1% | -$3.3K | 0.05% | 170 |
|
|
2017
Q3 | $334K | Sell |
5,119
-2,262
| -31% | -$148K | 0.06% | 155 |
|
|
2017
Q2 | $511K | Sell |
7,381
-606
| -8% | -$42K | 0.1% | 128 |
|
|
2017
Q1 | $505K | Sell |
7,987
-799
| -9% | -$50.5K | 0.1% | 122 |
|
|
2016
Q4 | $451K | Buy |
+8,786
| New | +$451K | 0.09% | 128 |
|