Carroll Financial Associates’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $11K | Sell |
249
-2
| -0.8% | -$88 | ﹤0.01% | 1143 |
|
|
2021
Q3 | $10K | Sell |
251
-777
| -76% | -$31K | ﹤0.01% | 1233 |
|
|
2021
Q2 | $55K | Buy |
1,028
+217
| +27% | +$11.6K | ﹤0.01% | 790 |
|
|
2021
Q1 | $40K | Buy |
811
+562
| +226% | +$27.7K | ﹤0.01% | 822 |
|
|
2020
Q4 | $10K | Hold |
249
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q3 | $6K | Hold |
249
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q2 | $8K | Sell |
249
-1
| -0.4% | -$32 | ﹤0.01% | 1098 |
|
|
2020
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q4 | $11K | Buy |
250
+94
| +60% | +$4.14K | ﹤0.01% | 1033 |
|
|
2019
Q3 | $7K | Sell |
156
-1
| -0.6% | -$45 | ﹤0.01% | 1124 |
|
|
2019
Q2 | $5K | Buy |
157
+1
| +0.6% | +$32 | ﹤0.01% | 1221 |
|
|
2019
Q1 | $5K | Sell |
156
-19
| -11% | -$609 | ﹤0.01% | 1124 |
|
|
2018
Q4 | $5K | Hold |
175
| – | – | ﹤0.01% | 1047 |
|
|
2018
Q3 | $7K | Buy |
175
+77
| +79% | +$3.08K | ﹤0.01% | 1005 |
|
|
2018
Q2 | $5K | Hold |
98
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q1 | $6K | Buy |
98
+20
| +26% | +$1.22K | ﹤0.01% | 991 |
|
|
2017
Q4 | $4K | Hold |
78
| – | – | ﹤0.01% | 1061 |
|
|
2017
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 1040 |
|
|
2017
Q2 | $5K | Sell |
78
-86
| -52% | -$5.51K | ﹤0.01% | 995 |
|
|
2017
Q1 | $10K | Hold |
164
| – | – | ﹤0.01% | 842 |
|
|
2016
Q4 | $8K | Hold |
164
| – | – | ﹤0.01% | 862 |
|
|
2016
Q3 | $7K | Hold |
164
| – | – | ﹤0.01% | 899 |
|
|
2016
Q2 | $5K | Buy |
164
+58
| +55% | +$1.77K | ﹤0.01% | 934 |
|
|
2016
Q1 | $3K | Hold |
106
| – | – | ﹤0.01% | 1009 |
|
|
2015
Q4 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 921 |
|