IWA
IBEX Wealth Advisors’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-600
| Closed | -$34K | – | 434 |
|
|
2021
Q3 | $34K | Buy |
+600
| New | +$34K | 0.01% | 290 |
|
|
2017
Q4 | – | Sell |
-20,912
| Closed | -$1.76M | – | 145 |
|
|
2017
Q3 | $1.76M | Buy |
+20,912
| New | +$1.76M | 0.65% | 62 |
|
|
2017
Q1 | – | Sell |
-102
| Closed | -$7K | – | 395 |
|
|
2016
Q4 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 338 |
|