LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$3.79K | – | 659 |
|
|
2023
Q2 | $3.79K | Buy |
+100
| New | +$3.79K | ﹤0.01% | 588 |
|
|
2020
Q1 | – | Sell |
-650
| Closed | -$41K | – | 716 |
|
|
2019
Q4 | $41K | Hold |
650
| – | – | ﹤0.01% | 438 |
|
|
2019
Q3 | $39K | Hold |
650
| – | – | ﹤0.01% | 431 |
|
|
2019
Q2 | $31K | Hold |
650
| – | – | ﹤0.01% | 461 |
|
|
2019
Q1 | $31K | Buy |
650
+236
| +57% | +$11.3K | ﹤0.01% | 462 |
|
|
2018
Q4 | $15K | Buy |
414
+400
| +2,857% | +$14.5K | ﹤0.01% | 541 |
|
|
2018
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 680 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 660 |
|
|
2018
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 712 |
|
|
2017
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 721 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 752 |
|