MWM
MinichMacGregor Wealth Management’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,727
| Closed | -$99K | – | 584 |
|
|
2018
Q2 | $99K | Hold |
1,727
| – | – | 0.07% | 78 |
|
|
2018
Q1 | $101K | Buy |
+1,727
| New | +$101K | 0.08% | 70 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 525 |
|
|
2017
Q2 | – | Sell |
-2,077
| Closed | -$95K | – | 521 |
|
|
2017
Q1 | $95K | Sell |
2,077
-609
| -23% | -$27.9K | 0.09% | 66 |
|
|
2016
Q4 | $102K | Buy |
+2,686
| New | +$102K | 0.1% | 63 |
|
|
2016
Q2 | – | Sell |
-140
| Closed | -$4K | – | 470 |
|
|
2016
Q1 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 328 |
|