First Business Financial Services’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8,036
| Closed | -$277K | – | 173 |
|
2023
Q3 | $277K | Hold |
8,036
| – | – | 0.04% | 139 |
|
2023
Q2 | $230K | Hold |
8,036
| – | – | 0.03% | 150 |
|
2023
Q1 | $229K | Buy |
+8,036
| New | +$229K | 0.03% | 154 |
|
2022
Q3 | – | Sell |
-8,036
| Closed | -$272K | – | 170 |
|
2022
Q2 | $272K | Hold |
8,036
| – | – | 0.04% | 134 |
|
2022
Q1 | $302K | Hold |
8,036
| – | – | 0.03% | 133 |
|
2021
Q4 | $396K | Hold |
8,036
| – | – | 0.04% | 118 |
|
2021
Q3 | $343K | Hold |
8,036
| – | – | 0.04% | 125 |
|
2021
Q2 | $432K | Sell |
8,036
-1,204
| -13% | -$64.7K | 0.05% | 109 |
|
2021
Q1 | $466K | Sell |
9,240
-1,236
| -12% | -$62.3K | 0.06% | 94 |
|
2020
Q4 | $439K | Hold |
10,476
| – | – | 0.06% | 89 |
|
2020
Q3 | $289K | Hold |
10,476
| – | – | 0.05% | 105 |
|
2020
Q2 | $350K | Sell |
10,476
-2,331
| -18% | -$77.9K | 0.06% | 87 |
|
2020
Q1 | $403K | Sell |
12,807
-86
| -0.7% | -$2.71K | 0.08% | 72 |
|
2019
Q4 | $619K | Buy |
12,893
+86
| +0.7% | +$4.13K | 0.1% | 61 |
|
2019
Q3 | $577K | Hold |
12,807
| – | – | 0.1% | 66 |
|
2019
Q2 | $460K | Buy |
+12,807
| New | +$460K | 0.08% | 76 |
|