Patriot Financial Group Insurance Agency’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,416
| Closed | -$48K | – | 1935 |
|
|
2022
Q2 | $48K | Sell |
1,416
-811
| -36% | -$27.5K | 0.01% | 748 |
|
|
2022
Q1 | $84K | Sell |
2,227
-595
| -21% | -$22.4K | 0.02% | 629 |
|
|
2021
Q4 | $139K | Sell |
2,822
-685
| -20% | -$33.7K | 0.02% | 553 |
|
|
2021
Q3 | $150K | Sell |
3,507
-3,407
| -49% | -$146K | 0.03% | 521 |
|
|
2021
Q2 | $372K | Sell |
6,914
-402
| -5% | -$21.6K | 0.07% | 290 |
|
|
2021
Q1 | $369K | Buy |
7,316
+63
| +0.9% | +$3.18K | 0.08% | 247 |
|
|
2020
Q4 | $304K | Sell |
7,253
-674
| -9% | -$28.3K | 0.08% | 259 |
|
|
2020
Q3 | $219K | Sell |
7,927
-536
| -6% | -$14.8K | 0.07% | 253 |
|
|
2020
Q2 | $282K | Buy |
8,463
+2,005
| +31% | +$66.8K | 0.11% | 182 |
|
|
2020
Q1 | $203K | Buy |
6,458
+3,848
| +147% | +$121K | 0.09% | 208 |
|
|
2019
Q4 | $125K | Sell |
2,610
-437
| -14% | -$20.9K | 0.05% | 301 |
|
|
2019
Q3 | $137K | Sell |
3,047
-144
| -5% | -$6.48K | 0.06% | 263 |
|
|
2019
Q2 | $117K | Buy |
3,191
+3,102
| +3,485% | +$114K | 0.05% | 286 |
|
|
2019
Q1 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 974 |
|
|
2018
Q2 | – | Sell |
-701
| Closed | -$48K | – | 921 |
|
|
2018
Q1 | $48K | Buy |
701
+365
| +109% | +$25K | 0.04% | 324 |
|
|
2017
Q4 | $20K | Sell |
336
-99
| -23% | -$5.89K | 0.02% | 462 |
|
|
2017
Q3 | $28K | Hold |
435
| – | – | 0.03% | 349 |
|
|
2017
Q2 | $29K | Buy |
435
+71
| +20% | +$4.73K | 0.03% | 325 |
|
|
2017
Q1 | $23K | Buy |
364
+99
| +37% | +$6.26K | 0.02% | 337 |
|
|
2016
Q4 | $15K | Buy |
+265
| New | +$15K | 0.02% | 406 |
|