Herald Investment Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11,166
| Closed | -$405K | – | 97 |
|
|
2019
Q1 | $405K | Hold |
11,166
| – | – | 0.1% | 88 |
|
|
2018
Q4 | $312K | Hold |
11,166
| – | – | 0.1% | 82 |
|
|
2018
Q3 | $494K | Hold |
11,166
| – | – | 0.13% | 83 |
|
|
2018
Q2 | $653K | Hold |
11,166
| – | – | 0.18% | 80 |
|
|
2018
Q1 | $778K | Buy |
11,166
+5,212
| +88% | +$363K | 0.23% | 73 |
|
|
2017
Q4 | $357K | Hold |
5,954
| – | – | 0.11% | 84 |
|
|
2017
Q3 | $388K | Hold |
5,954
| – | – | 0.13% | 81 |
|
|
2017
Q2 | $398K | Hold |
5,954
| – | – | 0.14% | 84 |
|
|
2017
Q1 | $371K | Hold |
5,954
| – | – | 0.14% | 80 |
|
|
2016
Q4 | $305K | Hold |
5,954
| – | – | 0.13% | 76 |
|
|
2016
Q3 | $263K | Hold |
5,954
| – | – | 0.1% | 80 |
|
|
2016
Q2 | $212K | Hold |
5,954
| – | – | 0.09% | 78 |
|
|
2016
Q1 | $212K | Hold |
5,954
| – | – | 0.09% | 78 |
|
|
2015
Q4 | $270K | Hold |
5,954
| – | – | 0.11% | 77 |
|
|
2015
Q3 | $357K | Buy |
+5,954
| New | +$357K | 0.16% | 75 |
|
|
2015
Q1 | $836K | Hold |
11,907
| – | – | 0.3% | 64 |
|
|
2014
Q4 | $996K | Hold |
11,907
| – | – | 0.39% | 58 |
|
|
2014
Q3 | $885K | Hold |
11,907
| – | – | 0.35% | 67 |
|
|
2014
Q2 | $831K | Hold |
11,907
| – | – | 0.33% | 63 |
|
|
2014
Q1 | $805K | Hold |
11,907
| – | – | 0.32% | 59 |
|
|
2013
Q4 | $755K | Hold |
11,907
| – | – | 0.3% | 60 |
|
|
2013
Q3 | $571K | Hold |
11,907
| – | – | 0.25% | 64 |
|
|
2013
Q2 | $559K | Buy |
+11,907
| New | +$559K | 0.26% | 59 |
|