IAA
Independent Advisor Alliance’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,513
| Closed | -$217K | – | 376 |
|
|
2018
Q1 | $217K | Buy |
+2,513
| New | +$217K | 0.05% | 303 |
|
|
2017
Q4 | – | Sell |
-12,136
| Closed | -$1.02M | – | 333 |
|
|
2017
Q3 | $1.02M | Buy |
12,136
+179
| +1% | +$15.1K | 0.28% | 94 |
|
|
2017
Q2 | $1.07M | Sell |
11,957
-394
| -3% | -$35.2K | 0.34% | 84 |
|
|
2017
Q1 | $1.02M | Buy |
+12,351
| New | +$1.02M | 0.16% | 161 |
|