CWA
Constellation Wealth Advisors’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-17,456
| Closed | -$1.37M | – | 146 |
|
|
2015
Q2 | $1.37M | Buy |
17,456
+2,577
| +17% | +$202K | 0.12% | 115 |
|
|
2015
Q1 | $1.35M | Buy |
14,879
+4,819
| +48% | +$439K | 0.12% | 116 |
|
|
2014
Q4 | $1.11M | Buy |
10,060
+2,822
| +39% | +$312K | 0.09% | 101 |
|
|
2014
Q3 | $704K | Buy |
7,238
+4,989
| +222% | +$485K | 0.06% | 113 |
|
|
2014
Q2 | $208K | Buy |
+2,249
| New | +$208K | 0.02% | 189 |
|