Mosaic Family Wealth’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-482
| Closed | -$17K | – | 598 |
|
|
2019
Q1 | $17K | Buy |
482
+77
| +19% | +$2.72K | 0.01% | 452 |
|
|
2018
Q4 | $11K | Buy |
405
+117
| +41% | +$3.18K | ﹤0.01% | 480 |
|
|
2018
Q3 | $10K | Hold |
288
| – | – | ﹤0.01% | 502 |
|
|
2018
Q2 | $17K | Sell |
288
-63
| -18% | -$3.72K | 0.01% | 480 |
|
|
2018
Q1 | $24K | Sell |
351
-264
| -43% | -$18.1K | 0.01% | 411 |
|
|
2017
Q4 | $37K | Sell |
615
-1,639
| -73% | -$98.6K | 0.01% | 365 |
|
|
2017
Q3 | $147K | Sell |
2,254
-19
| -0.8% | -$1.24K | 0.06% | 221 |
|
|
2017
Q2 | $152K | Hold |
2,273
| – | – | 0.06% | 211 |
|
|
2017
Q1 | $142K | Sell |
2,273
-90
| -4% | -$5.62K | 0.06% | 218 |
|
|
2016
Q4 | $121K | Buy |
2,363
+17
| +0.7% | +$871 | 0.06% | 236 |
|
|
2016
Q3 | $104K | Sell |
2,346
-180
| -7% | -$7.98K | 0.05% | 258 |
|
|
2016
Q2 | $91K | Buy |
2,526
+748
| +42% | +$26.9K | 0.04% | 264 |
|
|
2016
Q1 | $63K | Buy |
1,778
+147
| +9% | +$5.21K | 0.03% | 301 |
|
|
2015
Q4 | $74K | Buy |
+1,631
| New | +$74K | 0.03% | 263 |
|