Gradient Investments’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 |
-13
| Closed | -$456 | – | 1923 |
|
|
2023
Q3 | $456 | Buy |
+13
| New | +$456 | ﹤0.01% | 1568 |
|
|
2023
Q2 | – | Sell |
-119
| Closed | -$3.39K | – | 1886 |
|
|
2023
Q1 | $3.39K | Hold |
119
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q4 | $2.84K | Hold |
119
| – | – | ﹤0.01% | 1036 |
|
|
2022
Q3 | $3K | Hold |
119
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q2 | $4K | Buy |
119
+13
| +12% | +$437 | ﹤0.01% | 953 |
|
|
2022
Q1 | $4K | Hold |
106
| – | – | ﹤0.01% | 948 |
|
|
2021
Q4 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 952 |
|
|
2020
Q2 | – | Sell |
-33
| Closed | -$1K | – | 1215 |
|
|
2020
Q1 | $1K | Buy |
33
+18
| +120% | +$545 | ﹤0.01% | 1051 |
|
|
2019
Q4 | $1K | Sell |
15
-34
| -69% | -$2.27K | ﹤0.01% | 1063 |
|
|
2019
Q3 | $2K | Sell |
49
-239
| -83% | -$9.76K | ﹤0.01% | 949 |
|
|
2019
Q2 | $10K | Buy |
+288
| New | +$10K | ﹤0.01% | 657 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$1K | – | 1106 |
|
|
2018
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 945 |
|
|
2018
Q2 | $1K | Sell |
16
-399
| -96% | -$24.9K | ﹤0.01% | 942 |
|
|
2018
Q1 | $29K | Sell |
415
-4
| -1% | -$280 | ﹤0.01% | 420 |
|
|
2017
Q4 | $25K | Buy |
+419
| New | +$25K | ﹤0.01% | 436 |
|
|
2017
Q2 | – | Sell |
-4
| Closed | – | – | 921 |
|
|
2017
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 839 |
|
|
2016
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 812 |
|
|
2013
Q4 | – | Sell |
-93
| Closed | -$4K | – | 670 |
|
|
2013
Q3 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 363 |
|