Lourd Capital’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-3,883
| Closed | -$233K | – | 333 |
|
2017
Q4 | $233K | Buy |
+3,883
| New | +$233K | 0.02% | 299 |
|
2015
Q2 | – | Sell |
-3,286
| Closed | -$226K | – | 124 |
|
2015
Q1 | $226K | Buy |
3,286
+79
| +2% | +$5.43K | 0.02% | 117 |
|
2014
Q4 | $268K | Sell |
3,207
-341
| -10% | -$28.5K | 0.03% | 99 |
|
2014
Q3 | $261K | Buy |
+3,548
| New | +$261K | 0.03% | 97 |
|
2013
Q3 | – | Sell |
-13,230
| Closed | -$621K | – | 115 |
|
2013
Q2 | $621K | Buy |
+13,230
| New | +$621K | 0.07% | 46 |
|