Beacon Pointe Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,790
| Closed | -$217K | – | 1288 |
|
|
2024
Q2 | $217K | Buy |
+3,790
| New | +$217K | ﹤0.01% | 1154 |
|
|
2022
Q3 | – | Sell |
-8,082
| Closed | -$274K | – | 1067 |
|
|
2022
Q2 | $274K | Buy |
8,082
+520
| +7% | +$17.6K | 0.01% | 857 |
|
|
2022
Q1 | $284K | Buy |
7,562
+1,427
| +23% | +$53.6K | ﹤0.01% | 1001 |
|
|
2021
Q4 | $302K | Sell |
6,135
-2,519
| -29% | -$124K | 0.01% | 730 |
|
|
2021
Q3 | $369K | Sell |
8,654
-3,679
| -30% | -$157K | 0.01% | 627 |
|
|
2021
Q2 | $663K | Buy |
+12,333
| New | +$663K | 0.02% | 415 |
|