Oak Family Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,538
| Closed | -$333K | – | 116 |
|
|
2022
Q3 | $333K | Buy |
13,538
+4,632
| +52% | +$114K | 0.18% | 85 |
|
|
2022
Q2 | $302K | Buy |
8,906
+238
| +3% | +$8.07K | 0.15% | 94 |
|
|
2022
Q1 | $325K | Sell |
8,668
-397
| -4% | -$14.9K | 0.13% | 99 |
|
|
2021
Q4 | $447K | Buy |
9,065
+2,199
| +32% | +$108K | 0.17% | 85 |
|
|
2021
Q3 | $293K | Buy |
+6,866
| New | +$293K | 0.11% | 115 |
|