Clear Perspective Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-745
| Closed | -$44K | – | 438 |
|
|
2018
Q2 | $44K | Hold |
745
| – | – | 0.03% | 263 |
|
|
2018
Q1 | $52K | Hold |
745
| – | – | 0.04% | 238 |
|
|
2017
Q4 | $45K | Hold |
745
| – | – | 0.03% | 242 |
|
|
2017
Q3 | $49K | Buy |
745
+134
| +22% | +$8.81K | 0.04% | 237 |
|
|
2017
Q2 | $41K | Buy |
611
+132
| +28% | +$8.86K | 0.03% | 242 |
|
|
2017
Q1 | $30K | Hold |
479
| – | – | 0.02% | 250 |
|
|
2016
Q4 | $25K | Buy |
+479
| New | +$25K | 0.02% | 254 |
|