Capital Advisory Group Advisory Services’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-209
| Closed | -$8K | – | 488 |
|
|
2022
Q1 | $8K | Buy |
+209
| New | +$8K | ﹤0.01% | 394 |
|
|
2021
Q4 | – | Sell |
-209
| Closed | -$9K | – | 514 |
|
|
2021
Q3 | $9K | Hold |
209
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $11K | Hold |
209
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $11K | Hold |
209
| – | – | ﹤0.01% | 377 |
|
|
2020
Q4 | $9K | Sell |
209
-3
| -1% | -$129 | ﹤0.01% | 381 |
|
|
2020
Q3 | $6K | Buy |
212
+3
| +1% | +$85 | ﹤0.01% | 368 |
|
|
2020
Q2 | $7K | Hold |
209
| – | – | ﹤0.01% | 345 |
|
|
2020
Q1 | $6K | Buy |
+209
| New | +$6K | 0.01% | 298 |
|
|
2019
Q4 | – | Sell |
-490
| Closed | -$22K | – | 419 |
|
|
2019
Q3 | $22K | Hold |
490
| – | – | 0.01% | 202 |
|
|
2019
Q2 | $17K | Hold |
490
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $17K | Buy |
490
+243
| +98% | +$8.43K | 0.01% | 228 |
|
|
2018
Q4 | $7K | Hold |
247
| – | – | 0.01% | 278 |
|
|
2018
Q3 | $11K | Hold |
247
| – | – | 0.01% | 241 |
|
|
2018
Q2 | $15K | Hold |
247
| – | – | 0.01% | 209 |
|
|
2018
Q1 | $18K | Buy |
+247
| New | +$18K | 0.01% | 192 |
|