Inlet Private Wealth’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-6,350
| Closed | -$305K | – | 142 |
|
2019
Q4 | $305K | Sell |
6,350
-6,086
| -49% | -$292K | 0.1% | 122 |
|
2019
Q3 | $561K | Sell |
12,436
-794
| -6% | -$35.8K | 0.21% | 92 |
|
2019
Q2 | $553K | Sell |
13,230
-2,381
| -15% | -$99.5K | 0.2% | 93 |
|
2019
Q1 | $567K | Buy |
15,611
+3,042
| +24% | +$110K | 0.23% | 95 |
|
2018
Q4 | $351K | Buy |
+12,569
| New | +$351K | 0.19% | 93 |
|