Claro 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
Q4 | – | Sell |
-8,017
| Closed | -$414K | – | 548 |
|
2024
Q3 | $414K | Buy |
8,017
+3,435
| +75% | +$177K | 0.05% | 299 |
|
2024
Q2 | $262K | Buy |
+4,582
| New | +$262K | 0.04% | 348 |
|
2019
Q1 | – | Sell |
-1,050
| Closed | -$46K | – | 915 |
|
2018
Q4 | $46K | Buy |
+1,050
| New | +$46K | 0.04% | 348 |
|