Financial Gravity Asset Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15
| Closed | -$771 | – | 2530 |
|
|
2024
Q1 | $771 | Sell |
15
-17
| -53% | -$874 | ﹤0.01% | 1284 |
|
|
2023
Q4 | $14.1M | Buy |
32
+4
| +14% | +$1.77M | 0.15% | 70 |
|
|
2023
Q3 | $14.1M | Sell |
28
-24
| -46% | -$12.1M | 0.16% | 70 |
|
|
2023
Q2 | $535 | Hold |
52
| – | – | ﹤0.01% | 991 |
|
|
2023
Q1 | $93 | Buy |
52
+10
| +24% | +$18 | ﹤0.01% | 696 |
|
|
2022
Q4 | $8.24K | Sell |
42
-438
| -91% | -$85.9K | 0.04% | 311 |
|
|
2022
Q3 | $250 | Sell |
480
-176
| -27% | -$92 | 0.01% | 511 |
|
|
2022
Q2 | $334 | Buy |
656
+391
| +148% | +$199 | 0.01% | 447 |
|
|
2022
Q1 | $122 | Sell |
265
-1,971
| -88% | -$907 | ﹤0.01% | 614 |
|
|
2021
Q4 | $618 | Buy |
2,236
+2,223
| +17,100% | +$614 | 0.01% | 456 |
|
|
2021
Q3 | $56K | Hold |
13
| – | – | 0.03% | 522 |
|
|
2021
Q2 | $71K | Hold |
13
| – | – | 0.03% | 456 |
|
|
2021
Q1 | $683 | Sell |
13
-17
| -57% | -$893 | 0.01% | 367 |
|
|
2020
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 461 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$6.29K | – | 929 |
|
|
2020
Q1 | $6.29K | Sell |
200
-229
| -53% | -$7.2K | 0.02% | 309 |
|
|
2019
Q4 | $63K | Sell |
429
-244
| -36% | -$35.8K | 0.04% | 521 |
|
|
2019
Q3 | $30K | Sell |
673
-170
| -20% | -$7.58K | 0.03% | 383 |
|
|
2019
Q2 | $30K | Sell |
843
-307
| -27% | -$10.9K | 0.02% | 419 |
|
|
2019
Q1 | $43K | Buy |
+1,150
| New | +$43K | 0.03% | 350 |
|
|
2018
Q3 | $108K | Buy |
3,436
+135
| +4% | +$4.24K | 0.11% | 202 |
|
|
2018
Q2 | $162K | Buy |
3,301
+807
| +32% | +$39.6K | 0.15% | 155 |
|
|
2018
Q1 | $145K | Buy |
+2,494
| New | +$145K | 0.15% | 143 |
|