IAS
IMA Advisory Services’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-36,397
| Closed | -$2.82M | – | 469 |
|
|
2018
Q2 | $2.82M | Buy |
36,397
+9,325
| +34% | +$722K | 1.17% | 26 |
|
|
2018
Q1 | $2.5M | Buy |
27,072
+13,544
| +100% | +$1.25M | 1.11% | 31 |
|
|
2017
Q4 | $1.08M | Buy |
+13,528
| New | +$1.08M | 0.48% | 73 |
|
|
2016
Q3 | – | Sell |
-28,949
| Closed | -$1.37M | – | 115 |
|
|
2016
Q2 | $1.37M | Buy |
28,949
+916
| +3% | +$43.3K | 0.86% | 43 |
|
|
2016
Q1 | $1.28M | Buy |
+28,033
| New | +$1.28M | 0.74% | 49 |
|