M Holdings Securities’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,025
| Closed | -$200K | – | 449 |
|
|
2023
Q1 | $200K | Buy |
+7,025
| New | +$200K | 0.02% | 314 |
|
|
2022
Q4 | – | Sell |
-8,910
| Closed | -$219K | – | 472 |
|
|
2022
Q3 | $219K | Buy |
8,910
+522
| +6% | +$12.8K | 0.02% | 386 |
|
|
2022
Q2 | $284K | Sell |
8,388
-727
| -8% | -$24.6K | 0.03% | 345 |
|
|
2022
Q1 | $342K | Buy |
+9,115
| New | +$342K | 0.03% | 365 |
|
|
2021
Q2 | – | Sell |
-10,194
| Closed | -$514K | – | 487 |
|
|
2021
Q1 | $514K | Buy |
+10,194
| New | +$514K | 0.05% | 285 |
|
|
2014
Q4 | – | Sell |
-569
| Closed | -$33K | – | 441 |
|
|
2014
Q3 | $33K | Buy |
+569
| New | +$33K | 0.02% | 441 |
|