Cetera Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.15M | Buy |
+22,320
| New | +$1.15M | 0.01% | 1092 |
|
2022
Q1 | – | Sell |
-5,301
| Closed | -$261K | – | 1527 |
|
2021
Q4 | $261K | Sell |
5,301
-883
| -14% | -$43.5K | 0.01% | 1188 |
|
2021
Q3 | $264K | Buy |
6,184
+1,151
| +23% | +$49.1K | 0.01% | 1176 |
|
2021
Q2 | $271K | Buy |
5,033
+953
| +23% | +$51.3K | 0.01% | 1100 |
|
2021
Q1 | $206K | Buy |
+4,080
| New | +$206K | 0.01% | 1139 |
|
2018
Q4 | – | Sell |
-5,125
| Closed | -$226K | – | 967 |
|
2018
Q3 | $226K | Buy |
5,125
+498
| +11% | +$22K | 0.01% | 835 |
|
2018
Q2 | $268K | Buy |
4,627
+1,469
| +47% | +$85.1K | 0.02% | 713 |
|
2018
Q1 | $219K | Buy |
+3,158
| New | +$219K | 0.01% | 706 |
|
2016
Q4 | – | Sell |
-17,786
| Closed | -$786K | – | 809 |
|
2016
Q3 | $786K | Buy |
17,786
+2,021
| +13% | +$89.3K | 0.06% | 308 |
|
2016
Q2 | $567K | Buy |
+15,765
| New | +$567K | 0.04% | 392 |
|
2014
Q2 | – | Sell |
-8,315
| Closed | -$578K | – | 631 |
|
2014
Q1 | $578K | Buy |
8,315
+2,264
| +37% | +$157K | 0.08% | 269 |
|
2013
Q4 | $386K | Buy |
6,051
+269
| +5% | +$17.2K | 0.06% | 332 |
|
2013
Q3 | $277K | Buy |
5,782
+1,190
| +26% | +$57K | 0.05% | 347 |
|
2013
Q2 | $215K | Buy |
+4,592
| New | +$215K | 0.04% | 349 |
|