BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-24
| Closed | -$1K | – | 1075 |
|
|
2022
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 949 |
|
|
2022
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 971 |
|
|
2021
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 957 |
|
|
2021
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 905 |
|
|
2020
Q4 | $1K | Buy |
24
+12
| +100% | +$500 | ﹤0.01% | 910 |
|
|
2020
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1021 |
|
|
2020
Q2 | $0 | Sell |
12
-42
| -78% | – | ﹤0.01% | 1105 |
|
|
2020
Q1 | $2K | Buy |
54
+12
| +29% | +$444 | ﹤0.01% | 759 |
|
|
2019
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 805 |
|