First Trust Direct Indexing’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,313
| Closed | -$636K | – | 922 |
|
|
2024
Q3 | $636K | Buy |
12,313
+2,007
| +19% | +$104K | 0.03% | 474 |
|
|
2024
Q2 | $590K | Buy |
10,306
+2,781
| +37% | +$159K | 0.04% | 457 |
|
|
2024
Q1 | $388K | Buy |
7,525
+975
| +15% | +$50.3K | 0.03% | 543 |
|
|
2023
Q4 | $259K | Buy |
+6,550
| New | +$259K | 0.02% | 624 |
|
|
2021
Q1 | – | Sell |
-635
| Closed | -$27K | – | 992 |
|
|
2020
Q4 | $27K | Buy |
+635
| New | +$27K | 0.01% | 845 |
|