Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $797K | Buy |
23,891
+4,915
| +26% | +$164K | 0.24% | 76 |
|
|
2020
Q1 | $596K | Sell |
18,976
-205
| -1% | -$6.44K | 0.2% | 77 |
|
|
2019
Q4 | $920K | Sell |
19,181
-213
| -1% | -$10.2K | 0.26% | 61 |
|
|
2019
Q3 | $874K | Sell |
19,394
-631
| -3% | -$28.4K | 0.25% | 61 |
|
|
2019
Q2 | $727K | Buy |
20,025
+2,085
| +12% | +$75.7K | 0.22% | 77 |
|
|
2019
Q1 | $658K | Buy |
17,940
+2,792
| +18% | +$102K | 0.21% | 82 |
|
|
2018
Q4 | $429K | Buy |
15,148
+2,999
| +25% | +$84.9K | 0.14% | 91 |
|
|
2018
Q3 | $542K | Buy |
12,149
+652
| +6% | +$29.1K | 0.16% | 104 |
|
|
2018
Q2 | $673K | Sell |
11,497
-708
| -6% | -$41.4K | 0.22% | 89 |
|
|
2018
Q1 | $855K | Buy |
12,205
+11,993
| +5,657% | +$840K | 0.28% | 75 |
|
|
2017
Q4 | $13K | Buy |
212
+35
| +20% | +$2.15K | ﹤0.01% | 360 |
|
|
2017
Q3 | $11K | Sell |
177
-204
| -54% | -$12.7K | ﹤0.01% | 388 |
|
|
2017
Q2 | $26K | Buy |
+381
| New | +$26K | 0.01% | 277 |
|