Meritage Portfolio Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-184,891
| Closed | -$10.8M | – | 218 |
|
|
2018
Q2 | $10.8M | Buy |
184,891
+66,256
| +56% | +$3.88M | 1.05% | 11 |
|
|
2018
Q1 | $8.27M | Buy |
118,635
+2,944
| +3% | +$205K | 0.8% | 23 |
|
|
2017
Q4 | $6.96M | Buy |
+115,691
| New | +$6.96M | 0.67% | 41 |
|
|
2015
Q2 | – | Sell |
-54,276
| Closed | -$3.73M | – | 221 |
|
|
2015
Q1 | $3.73M | Buy |
+54,276
| New | +$3.73M | 0.37% | 155 |
|