Lenox Wealth Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1K | Sell |
17
-17
| -50% | -$1K | ﹤0.01% | 739 |
|
|
2021
Q4 | $2K | Buy |
34
+17
| +100% | +$1K | ﹤0.01% | 771 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 697 |
|
|
2021
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 681 |
|
|
2021
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 658 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 602 |
|
|
2020
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 653 |
|
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 569 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 735 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 705 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 601 |
|
|
2019
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 396 |
|
|
2018
Q3 | – | Sell |
-676
| Closed | -$40K | – | 523 |
|
|
2018
Q2 | $40K | Buy |
+676
| New | +$40K | 0.01% | 164 |
|
|
2016
Q1 | – | Sell |
-45
| Closed | -$2K | – | 416 |
|
|
2015
Q4 | $2K | Buy |
45
+7
| +18% | +$311 | ﹤0.01% | 341 |
|
|
2015
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 357 |
|