LWM
Lyons Wealth Management’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,000
| Closed | -$601K | – | 59 |
|
|
2015
Q4 | $601K | Buy |
+10,000
| New | +$601K | 0.77% | 33 |
|
|
2015
Q3 | – | Sell |
-10,000
| Closed | -$784K | – | 63 |
|
|
2015
Q2 | $784K | Buy |
+10,000
| New | +$784K | 0.89% | 34 |
|
|
2014
Q1 | – | Sell |
-7,712
| Closed | -$648K | – | 79 |
|
|
2013
Q4 | $648K | Buy |
+7,712
| New | +$648K | 0.61% | 16 |
|