First Western Capital Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,155
| Closed | -$499K | – | 47 |
|
|
2018
Q1 | $499K | Sell |
7,155
-1,351
| -16% | -$94.2K | 2.37% | 20 |
|
|
2017
Q4 | $511K | Hold |
8,506
| – | – | 0.29% | 60 |
|
|
2017
Q3 | $555K | Sell |
8,506
-2,190
| -20% | -$143K | 0.34% | 54 |
|
|
2017
Q2 | $716K | Sell |
10,696
-2,842
| -21% | -$190K | 0.43% | 44 |
|
|
2017
Q1 | $845K | Sell |
13,538
-11,928
| -47% | -$745K | 0.51% | 45 |
|
|
2016
Q4 | $1.31M | Sell |
25,466
-18,855
| -43% | -$968K | 0.71% | 49 |
|
|
2016
Q3 | $1.96M | Buy |
+44,321
| New | +$1.96M | 0.76% | 53 |
|