Independent Portfolio Consultants’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $10K | Buy |
+146
| New | +$10K | ﹤0.01% | 722 |
|
|
2016
Q1 | – | Sell |
-658
| Closed | -$30K | – | 804 |
|
|
2015
Q4 | $30K | Sell |
658
-1,680
| -72% | -$76.6K | 0.01% | 644 |
|
|
2015
Q3 | $140K | Buy |
2,338
+913
| +64% | +$54.7K | 0.03% | 403 |
|
|
2015
Q2 | $84K | Buy |
1,425
+279
| +24% | +$16.4K | 0.02% | 526 |
|
|
2015
Q1 | $79K | Buy |
1,146
+196
| +21% | +$13.5K | 0.02% | 530 |
|
|
2014
Q4 | $79K | Sell |
950
-1,472
| -61% | -$122K | 0.02% | 561 |
|
|
2014
Q3 | $178K | Buy |
2,422
+226
| +10% | +$16.6K | 0.05% | 483 |
|
|
2014
Q2 | $153K | Buy |
+2,196
| New | +$153K | 0.04% | 482 |
|
|
2014
Q1 | – | Sell |
-4,081
| Closed | -$259K | – | 482 |
|
|
2013
Q4 | $259K | Buy |
+4,081
| New | +$259K | 0.09% | 388 |
|
|
2013
Q3 | – | Sell |
-4,776
| Closed | -$224K | – | 451 |
|
|
2013
Q2 | $224K | Buy |
+4,776
| New | +$224K | 0.1% | 393 |
|