LA
Lucus Advisors’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,064
| Closed | -$323K | – | 264 |
|
|
2017
Q4 | $323K | Buy |
+4,064
| New | +$323K | 0.47% | 167 |
|
|
2016
Q3 | – | Sell |
-7,519
| Closed | -$355K | – | 301 |
|
|
2016
Q2 | $355K | Sell |
7,519
-3,599
| -32% | -$170K | 0.29% | 35 |
|
|
2016
Q1 | $525K | Buy |
+11,118
| New | +$525K | 0.31% | 85 |
|
|
2015
Q3 | – | Sell |
-5,463
| Closed | -$428K | – | 374 |
|
|
2015
Q2 | $428K | Buy |
5,463
+2,015
| +58% | +$158K | 0.21% | 293 |
|
|
2015
Q1 | $314K | Sell |
3,448
-1,023
| -23% | -$93.2K | 0.16% | 270 |
|
|
2014
Q4 | $495K | Buy |
+4,471
| New | +$495K | 0.22% | 54 |
|