One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,147
| Closed | -$42K | – | 490 |
|
|
2019
Q1 | $42K | Buy |
+1,147
| New | +$42K | 0.03% | 238 |
|
|
2018
Q4 | – | Sell |
-6,279
| Closed | -$280K | – | 472 |
|
|
2018
Q3 | $280K | Buy |
6,279
+1,257
| +25% | +$56.1K | 0.21% | 91 |
|
|
2018
Q2 | $294K | Buy |
+5,022
| New | +$294K | 0.23% | 79 |
|
|
2018
Q1 | – | Sell |
-2,991
| Closed | -$180K | – | 591 |
|
|
2017
Q4 | $180K | Buy |
+2,991
| New | +$180K | 0.15% | 130 |
|