Next Financial Group’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $246K | Buy |
4,992
+1,891
| +61% | +$93.2K | 0.02% | 814 |
|
|
2021
Q3 | $133K | Buy |
3,101
+681
| +28% | +$29.2K | 0.01% | 1003 |
|
|
2021
Q2 | $130K | Buy |
2,420
+166
| +7% | +$8.92K | 0.01% | 995 |
|
|
2021
Q1 | $114K | Sell |
2,254
-126
| -5% | -$6.37K | 0.01% | 978 |
|
|
2020
Q4 | $99K | Sell |
2,380
-1,455
| -38% | -$60.5K | 0.01% | 966 |
|
|
2020
Q3 | $106K | Buy |
+3,835
| New | +$106K | 0.01% | 841 |
|
|
2020
Q2 | – | Sell |
-4,486
| Closed | -$141K | – | 1894 |
|
|
2020
Q1 | $141K | Buy |
4,486
+2,046
| +84% | +$64.3K | 0.02% | 651 |
|
|
2019
Q4 | $117K | Sell |
2,440
-29,680
| -92% | -$1.42M | 0.01% | 887 |
|
|
2019
Q3 | $1.45M | Sell |
32,120
-31,365
| -49% | -$1.41M | 0.16% | 161 |
|
|
2019
Q2 | $2.3M | Buy |
63,485
+61,784
| +3,632% | +$2.24M | 0.25% | 92 |
|
|
2019
Q1 | $62K | Sell |
1,701
-96
| -5% | -$3.5K | 0.02% | 669 |
|
|
2018
Q4 | $50K | Sell |
1,797
-660
| -27% | -$18.4K | 0.01% | 801 |
|
|
2018
Q3 | $109K | Buy |
+2,457
| New | +$109K | 0.05% | 328 |
|
|
2018
Q2 | – | Sell |
-3,241
| Closed | -$226K | – | 399 |
|
|
2018
Q1 | $226K | Buy |
+3,241
| New | +$226K | 0.05% | 359 |
|
|
2017
Q4 | – | Sell |
-1,703
| Closed | -$113K | – | 1417 |
|
|
2017
Q3 | $113K | Buy |
1,703
+463
| +37% | +$30.7K | 0.03% | 449 |
|
|
2017
Q2 | $83K | Hold |
1,240
| – | – | 0.02% | 604 |
|
|
2017
Q1 | $83K | Sell |
1,240
-1,045
| -46% | -$69.9K | 0.02% | 554 |
|
|
2016
Q4 | $117K | Sell |
2,285
-595
| -21% | -$30.5K | 0.02% | 633 |
|
|
2016
Q3 | $127K | Buy |
2,880
+2,531
| +725% | +$112K | 0.02% | 587 |
|
|
2016
Q2 | $12K | Buy |
349
+213
| +157% | +$7.32K | ﹤0.01% | 1149 |
|
|
2016
Q1 | $4K | Buy |
136
+76
| +127% | +$2.24K | ﹤0.01% | 1439 |
|
|
2015
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 1626 |
|
|
2015
Q3 | $3K | Sell |
60
-198
| -77% | -$9.9K | ﹤0.01% | 1570 |
|
|
2015
Q2 | $15K | Sell |
258
-66
| -20% | -$3.84K | 0.01% | 1126 |
|
|
2015
Q1 | $22K | Hold |
324
| – | – | 0.01% | 962 |
|
|
2014
Q4 | $27K | Buy |
324
+132
| +69% | +$11K | 0.01% | 871 |
|
|
2014
Q3 | $14K | Buy |
+192
| New | +$14K | ﹤0.01% | 1612 |
|