FinTrust Capital Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-26
| Closed | -$1.52K | – | 1433 |
|
2024
Q2 | $1.52K | Buy |
+26
| New | +$1.52K | ﹤0.01% | 1190 |
|
2022
Q4 | – | Sell |
-295
| Closed | -$7K | – | 1289 |
|
2022
Q3 | $7K | Hold |
295
| – | – | ﹤0.01% | 971 |
|
2022
Q2 | $11K | Hold |
295
| – | – | ﹤0.01% | 869 |
|
2022
Q1 | $11K | Hold |
295
| – | – | ﹤0.01% | 927 |
|
2021
Q4 | $15K | Hold |
295
| – | – | ﹤0.01% | 825 |
|
2021
Q3 | $13K | Hold |
295
| – | – | ﹤0.01% | 850 |
|
2021
Q2 | $16K | Hold |
295
| – | – | ﹤0.01% | 801 |
|
2021
Q1 | $15K | Buy |
295
+221
| +299% | +$11.2K | ﹤0.01% | 790 |
|
2020
Q4 | $3K | Sell |
74
-135
| -65% | -$5.47K | ﹤0.01% | 993 |
|
2020
Q3 | $6 | Hold |
209
| – | – | ﹤0.01% | 940 |
|
2020
Q2 | $7K | Sell |
209
-1,586
| -88% | -$53.1K | ﹤0.01% | 790 |
|
2020
Q1 | $56K | Hold |
1,795
| – | – | 0.03% | 405 |
|
2019
Q4 | $86K | Sell |
1,795
-12
| -0.7% | -$575 | 0.03% | 347 |
|
2019
Q3 | $81K | Buy |
1,807
+201
| +13% | +$9.01K | 0.03% | 346 |
|
2019
Q2 | $57K | Sell |
1,606
-412
| -20% | -$14.6K | 0.02% | 381 |
|
2019
Q1 | $74K | Sell |
2,018
-38
| -2% | -$1.39K | 0.03% | 321 |
|
2018
Q4 | $57K | Buy |
+2,056
| New | +$57K | 0.03% | 352 |
|