Eads & Heald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,791
| Closed | -$216K | – | 133 |
|
|
2019
Q3 | $216K | Buy |
+4,791
| New | +$216K | 0.12% | 127 |
|
|
2019
Q2 | – | Sell |
-6,438
| Closed | -$234K | – | 129 |
|
|
2019
Q1 | $234K | Sell |
6,438
-1,217
| -16% | -$44.2K | 0.14% | 122 |
|
|
2018
Q4 | $214K | Sell |
7,655
-4,061
| -35% | -$114K | 0.14% | 120 |
|
|
2018
Q3 | $518K | Sell |
11,716
-878
| -7% | -$38.8K | 0.3% | 106 |
|
|
2018
Q2 | $737K | Buy |
+12,594
| New | +$737K | 0.45% | 89 |
|
|
2017
Q2 | – | Sell |
-3,232
| Closed | -$202K | – | 132 |
|
|
2017
Q1 | $202K | Sell |
3,232
-924
| -22% | -$57.8K | 0.13% | 126 |
|
|
2016
Q4 | $213K | Sell |
4,156
-378
| -8% | -$19.4K | 0.15% | 122 |
|
|
2016
Q3 | $200K | Buy |
+4,534
| New | +$200K | 0.14% | 125 |
|
|
2015
Q4 | – | Sell |
-9,180
| Closed | -$551K | – | 139 |
|
|
2015
Q3 | $551K | Sell |
9,180
-176
| -2% | -$10.6K | 0.39% | 99 |
|
|
2015
Q2 | $555K | Buy |
9,356
+6,395
| +216% | +$379K | 0.37% | 103 |
|
|
2015
Q1 | $204K | Buy |
+2,961
| New | +$204K | 0.13% | 131 |
|