FANJ
Financial Architects (New Jersey)’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,128
| Closed | -$230K | – | 312 |
|
|
2022
Q2 | $230K | Buy |
5,128
+49
| +1% | +$2.2K | 0.29% | 51 |
|
|
2022
Q1 | $252K | Buy |
+5,079
| New | +$252K | 0.04% | 291 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$4K | – | 767 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 761 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 738 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 751 |
|
|
2019
Q3 | $6K | Sell |
100
-2,064
| -95% | -$124K | ﹤0.01% | 798 |
|
|
2019
Q2 | $103K | Sell |
2,164
-4,738
| -69% | -$226K | 0.02% | 332 |
|
|
2019
Q1 | $332K | Buy |
6,902
+1,629
| +31% | +$78.4K | 0.06% | 218 |
|
|
2018
Q4 | $195K | Hold |
5,273
| – | – | 0.04% | 255 |
|
|
2018
Q3 | $309K | Sell |
5,273
-17
| -0.3% | -$996 | 0.05% | 210 |
|
|
2018
Q2 | $409K | Sell |
5,290
-1,083
| -17% | -$83.7K | 0.07% | 185 |
|
|
2018
Q1 | $588K | Buy |
6,373
+2,311
| +57% | +$213K | 0.11% | 125 |
|
|
2017
Q4 | $323K | Sell |
4,062
-504
| -11% | -$40.1K | 0.05% | 213 |
|
|
2017
Q3 | $394K | Sell |
4,566
-1,073
| -19% | -$92.6K | 0.07% | 181 |
|
|
2017
Q2 | $499K | Buy |
5,639
+2,592
| +85% | +$229K | 0.09% | 149 |
|
|
2017
Q1 | $252K | Buy |
3,047
+1,338
| +78% | +$111K | 0.04% | 234 |
|
|
2016
Q4 | $116K | Sell |
1,709
-36
| -2% | -$2.44K | 0.03% | 360 |
|
|
2016
Q3 | $102K | Sell |
1,745
-322
| -16% | -$18.8K | 0.03% | 394 |
|
|
2016
Q2 | $98K | Buy |
2,067
+359
| +21% | +$17K | 0.03% | 377 |
|
|
2016
Q1 | $81K | Buy |
+1,708
| New | +$81K | 0.03% | 317 |
|
|
2015
Q3 | – | Sell |
-265
| Closed | -$21K | – | 899 |
|
|
2015
Q2 | $21K | Hold |
265
| – | – | 0.01% | 621 |
|
|
2015
Q1 | $24K | Buy |
265
+213
| +410% | +$19.3K | 0.01% | 536 |
|
|
2014
Q4 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 795 |
|