Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,884
| Closed | -$227K | – | 507 |
|
|
2018
Q2 | $227K | Sell |
3,884
-844
| -18% | -$49.3K | 0.11% | 319 |
|
|
2018
Q1 | $330K | Buy |
+4,728
| New | +$330K | 0.2% | 204 |
|
|
2016
Q2 | – | Sell |
-8,764
| Closed | -$313K | – | 258 |
|
|
2016
Q1 | $313K | Sell |
8,764
-985
| -10% | -$35.2K | 0.39% | 99 |
|
|
2015
Q4 | $443K | Buy |
+9,749
| New | +$443K | 0.32% | 114 |
|
|
2015
Q3 | – | Sell |
-31,649
| Closed | -$1.88M | – | 336 |
|
|
2015
Q2 | $1.88M | Buy |
31,649
+20,274
| +178% | +$1.2M | 0.78% | 32 |
|
|
2015
Q1 | $783K | Buy |
+11,375
| New | +$783K | 0.32% | 113 |
|
|
2014
Q2 | – | Sell |
-5,042
| Closed | -$350K | – | 325 |
|
|
2014
Q1 | $350K | Buy |
+5,042
| New | +$350K | 0.19% | 144 |
|