Financial Architects (New Jersey)’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,784
| Closed | -$230K | – | 312 |
|
|
2022
Q2 | $230K | Buy |
6,784
+64
| +1% | +$2.57K | 0.29% | 51 |
|
|
2022
Q1 | $252K | Buy |
+6,720
| New | +$276K | 0.04% | 291 |
|
|
2020
Q3 | – | Sell |
-132
| Closed | -$4K | – | 768 |
|
|
2020
Q2 | $4K | Hold |
132
| – | – | ﹤0.01% | 762 |
|
|
2020
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 739 |
|
|
2019
Q4 | $6K | Hold |
132
| – | – | ﹤0.01% | 751 |
|
|
2019
Q3 | $6K | Sell |
132
-2,731
| -95% | -$117K | ﹤0.01% | 814 |
|
|
2019
Q2 | $103K | Sell |
2,863
-6,268
| -69% | -$215K | 0.02% | 369 |
|
|
2019
Q1 | $332K | Buy |
9,131
+2,155
| +31% | +$73.8K | 0.06% | 226 |
|
|
2018
Q4 | $195K | Hold |
6,976
| – | – | 0.04% | 266 |
|
|
2018
Q3 | $309K | Sell |
6,976
-23
| -0.3% | -$1.17K | 0.05% | 233 |
|
|
2018
Q2 | $409K | Sell |
6,999
-1,432
| -17% | -$91.1K | 0.07% | 185 |
|
|
2018
Q1 | $588K | Buy |
8,431
+3,057
| +57% | +$206K | 0.12% | 135 |
|
|
2017
Q4 | $323K | Sell |
5,374
-667
| -11% | -$42.9K | 0.06% | 231 |
|
|
2017
Q3 | $394K | Sell |
6,041
-1,419
| -19% | -$94.2K | 0.07% | 189 |
|
|
2017
Q2 | $499K | Buy |
7,460
+3,429
| +85% | +$228K | 0.1% | 155 |
|
|
2017
Q1 | $252K | Buy |
4,031
+1,770
| +78% | +$102K | 0.05% | 243 |
|
|
2016
Q4 | $116K | Sell |
2,261
-48
| -2% | -$2.21K | 0.03% | 361 |
|
|
2016
Q3 | $102K | Sell |
2,309
-426
| -16% | -$16.1K | 0.03% | 397 |
|
|
2016
Q2 | $98K | Buy |
2,735
+475
| +21% | +$15.6K | 0.03% | 378 |
|
|
2016
Q1 | $81K | Buy |
+2,260
| New | +$80.8K | 0.03% | 320 |
|
|
2015
Q3 | – | Sell |
-351
| Closed | -$21K | – | 935 |
|
|
2015
Q2 | $21K | Hold |
351
| – | – | 0.01% | 638 |
|
|
2015
Q1 | $24K | Buy |
351
+282
| +409% | +$22.1K | 0.01% | 540 |
|
|
2014
Q4 | $6K | Buy |
+69
| New | +$5.21K | ﹤0.01% | 810 |
|
Other funds holding WDC
