Concert Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,904
| Closed | -$506K | – | 436 |
|
|
2017
Q1 | $506K | Buy |
9,904
+409
| +4% | +$20.9K | 0.11% | 247 |
|
|
2016
Q4 | $485K | Buy |
9,495
+300
| +3% | +$15.3K | 0.11% | 258 |
|
|
2016
Q3 | $406K | Sell |
9,195
-1,947
| -17% | -$86K | 0.05% | 421 |
|
|
2016
Q2 | $400K | Buy |
11,142
+1,255
| +13% | +$45.1K | 0.05% | 389 |
|
|
2016
Q1 | $354K | Sell |
9,887
-713
| -7% | -$25.5K | 0.05% | 423 |
|
|
2015
Q4 | $483K | Sell |
10,600
-892
| -8% | -$40.6K | 0.06% | 371 |
|
|
2015
Q3 | $692K | Buy |
11,492
+235
| +2% | +$14.2K | 0.09% | 276 |
|
|
2015
Q2 | $668K | Sell |
11,257
-617
| -5% | -$36.6K | 0.09% | 300 |
|
|
2015
Q1 | $649K | Buy |
11,874
+1,696
| +17% | +$92.7K | 0.19% | 155 |
|
|
2014
Q4 | $850K | Buy |
10,178
+98
| +1% | +$8.18K | 0.13% | 209 |
|
|
2014
Q3 | $741K | Sell |
10,080
-1,183
| -11% | -$87K | 0.1% | 193 |
|
|
2014
Q2 | $760K | Sell |
11,263
-307
| -3% | -$20.7K | 0.09% | 193 |
|
|
2014
Q1 | $785K | Buy |
11,570
+916
| +9% | +$62.1K | 0.1% | 185 |
|
|
2013
Q4 | $676K | Sell |
10,654
-4,489
| -30% | -$285K | 0.09% | 205 |
|
|
2013
Q3 | $722K | Sell |
15,143
-2,580
| -15% | -$123K | 0.1% | 186 |
|
|
2013
Q2 | $820K | Buy |
+17,723
| New | +$820K | 0.12% | 131 |
|