Mitchell & Pahl Private Wealth’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,517
| Closed | -$272K | – | 170 |
|
|
2021
Q4 | $272K | Sell |
5,517
-942
| -15% | -$46.4K | 0.17% | 138 |
|
|
2021
Q3 | $276K | Sell |
6,459
-51
| -0.8% | -$2.18K | 0.2% | 133 |
|
|
2021
Q2 | $350K | Sell |
6,510
-22
| -0.3% | -$1.18K | 0.25% | 121 |
|
|
2021
Q1 | $330K | Hold |
6,532
| – | – | 0.26% | 116 |
|
|
2020
Q4 | $273K | Buy |
+6,532
| New | +$273K | 0.23% | 121 |
|