Octavia Wealth Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,396
| Closed | -$293K | – | 240 |
|
|
2023
Q4 | $293K | Hold |
7,396
| – | – | 0.05% | 175 |
|
|
2023
Q3 | $255K | Sell |
7,396
-2,513
| -25% | -$86.7K | 0.05% | 168 |
|
|
2023
Q2 | $284K | Hold |
9,909
| – | – | 0.06% | 146 |
|
|
2023
Q1 | $282K | Sell |
9,909
-7,396
| -43% | -$211K | 0.06% | 138 |
|
|
2022
Q4 | $413K | Sell |
17,305
-264
| -2% | -$6.3K | 0.1% | 103 |
|
|
2022
Q3 | $432K | Buy |
+17,569
| New | +$432K | 0.12% | 96 |
|