MWM
Mascoma Wealth Management’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13
| Closed | -$775 | – | 543 |
|
|
2024
Q4 | $775 | Buy |
+13
| New | +$775 | ﹤0.01% | 495 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$5K | – | 569 |
|
|
2021
Q3 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 387 |
|
|
2021
Q2 | – | Sell |
-90
| Closed | -$6K | – | 428 |
|
|
2021
Q1 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 372 |
|
|
2019
Q3 | – | Sell |
-90
| Closed | -$4K | – | 342 |
|
|
2019
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 314 |
|
|
2019
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 320 |
|
|
2018
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 331 |
|
|
2018
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 329 |
|
|
2018
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 300 |
|
|
2018
Q1 | $8K | Sell |
90
-70
| -44% | -$6.22K | 0.01% | 282 |
|
|
2017
Q4 | $14K | Hold |
160
| – | – | 0.01% | 244 |
|
|
2017
Q3 | $14K | Hold |
160
| – | – | 0.01% | 256 |
|
|
2017
Q2 | $14K | Hold |
160
| – | – | 0.01% | 265 |
|
|
2017
Q1 | $13K | Hold |
160
| – | – | 0.01% | 247 |
|
|
2016
Q4 | $11K | Buy |
+160
| New | +$11K | 0.01% | 262 |
|