Belpointe Asset Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,835
| Closed | -$52.2K | – | 3355 |
|
|
2023
Q1 | $52.2K | Sell |
1,835
-206
| -10% | -$5.87K | ﹤0.01% | 1672 |
|
|
2022
Q4 | $48.7K | Buy |
+2,041
| New | +$48.7K | ﹤0.01% | 1634 |
|
|
2022
Q2 | – | Sell |
-8,490
| Closed | -$318K | – | 1280 |
|
|
2022
Q1 | $318K | Buy |
8,490
+2
| +0% | +$75 | 0.02% | 704 |
|
|
2021
Q4 | $418K | Sell |
8,488
-366
| -4% | -$18K | 0.03% | 579 |
|
|
2021
Q3 | $377K | Sell |
8,854
-5,258
| -37% | -$224K | 0.03% | 600 |
|
|
2021
Q2 | $760K | Sell |
14,112
-1,109
| -7% | -$59.7K | 0.05% | 364 |
|
|
2021
Q1 | $768K | Buy |
+15,221
| New | +$768K | 0.07% | 303 |
|
|
2019
Q1 | – | Sell |
-14,123
| Closed | -$395K | – | 591 |
|
|
2018
Q4 | $395K | Sell |
14,123
-32
| -0.2% | -$895 | 0.1% | 222 |
|
|
2018
Q3 | $626K | Buy |
+14,155
| New | +$626K | 0.1% | 202 |
|