KCM Investment Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-4,492
| Closed | -$263K | – | 526 |
|
2018
Q2 | $263K | Sell |
4,492
-760
| -14% | -$44.5K | 0.02% | 453 |
|
2018
Q1 | $366K | Sell |
5,252
-192
| -4% | -$13.4K | 0.02% | 401 |
|
2017
Q4 | $327K | Sell |
5,444
-5,426
| -50% | -$326K | 0.02% | 420 |
|
2017
Q3 | $710K | Buy |
10,870
+2,157
| +25% | +$141K | 0.04% | 304 |
|
2017
Q2 | $584K | Buy |
+8,713
| New | +$584K | 0.04% | 330 |
|