Integrated Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-208
| Closed | -$9K | – | 1004 |
|
|
2016
Q3 | $9K | Hold |
208
| – | – | ﹤0.01% | 797 |
|
|
2016
Q2 | $7K | Buy |
208
+168
| +420% | +$5.65K | ﹤0.01% | 857 |
|
|
2016
Q1 | $1K | Sell |
40
-83
| -67% | -$2.08K | ﹤0.01% | 1137 |
|
|
2015
Q4 | $6K | Buy |
+123
| New | +$6K | ﹤0.01% | 905 |
|
|
2015
Q3 | – | Sell |
-95
| Closed | -$6K | – | 1393 |
|
|
2015
Q2 | $6K | Buy |
95
+39
| +70% | +$2.46K | ﹤0.01% | 928 |
|
|
2015
Q1 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1049 |
|