Berman Capital Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $39K | Sell |
934
-425
| -31% | -$17.7K | 0.01% | 777 |
|
|
2021
Q2 | $72K | Buy |
1,359
+376
| +38% | +$19.9K | 0.01% | 460 |
|
|
2021
Q1 | $48K | Buy |
983
+441
| +81% | +$21.5K | 0.01% | 497 |
|
|
2020
Q4 | $22K | Buy |
542
+235
| +77% | +$9.54K | 0.01% | 648 |
|
|
2020
Q3 | $7K | Sell |
307
-243
| -44% | -$5.54K | ﹤0.01% | 943 |
|
|
2020
Q2 | $18K | Sell |
550
-182
| -25% | -$5.96K | ﹤0.01% | 582 |
|
|
2020
Q1 | $21K | Buy |
732
+208
| +40% | +$5.97K | 0.01% | 485 |
|
|
2019
Q4 | $25K | Hold |
524
| – | – | 0.01% | 475 |
|
|
2019
Q3 | $23K | Buy |
524
+240
| +85% | +$10.5K | 0.01% | 477 |
|
|
2019
Q2 | $10K | Sell |
284
-183
| -39% | -$6.44K | ﹤0.01% | 746 |
|
|
2019
Q1 | $16K | Buy |
467
+393
| +531% | +$13.5K | 0.01% | 515 |
|
|
2018
Q4 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 1077 |
|