Jackson 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
Q1 | – | Sell |
-35,226
| Closed | -$1.39M | – | 72 |
|
|
2015
Q4 | $1.39M | Buy |
35,226
+14,258
| +68% | +$564K | 0.55% | 49 |
|
|
2015
Q3 | $1.26M | Buy |
20,968
+886
| +4% | +$53.2K | 0.45% | 65 |
|
|
2015
Q2 | $1.24M | Sell |
20,082
-155
| -0.8% | -$9.6K | 0.42% | 70 |
|
|
2015
Q1 | $1.39M | Buy |
20,237
+43
| +0.2% | +$2.96K | 0.45% | 76 |
|
|
2014
Q4 | $1.69M | Buy |
+20,194
| New | +$1.69M | 0.55% | 63 |
|