PWAG
Polaris Wealth Advisory Group’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,114
| Closed | -$416K | – | 465 |
|
|
2018
Q3 | $416K | Buy |
+7,114
| New | +$416K | 0.03% | 111 |
|
|
2018
Q2 | – | Sell |
-1,050
| Closed | -$97K | – | 432 |
|
|
2018
Q1 | $97K | Buy |
+1,050
| New | +$97K | 0.01% | 168 |
|
|
2015
Q1 | – | Sell |
-31,208
| Closed | -$3.46M | – | 94 |
|
|
2014
Q4 | $3.46M | Buy |
31,208
+2,838
| +10% | +$314K | 0.71% | 36 |
|
|
2014
Q3 | $2.76M | Buy |
28,370
+4,070
| +17% | +$396K | 0.62% | 36 |
|
|
2014
Q2 | $2.24M | Buy |
24,300
+1,710
| +8% | +$158K | 0.5% | 43 |
|
|
2014
Q1 | $2.07M | Buy |
+22,590
| New | +$2.07M | 0.49% | 41 |
|
|
2013
Q3 | – | Sell |
-12,720
| Closed | -$790K | – | 166 |
|
|
2013
Q2 | $790K | Buy |
+12,720
| New | +$790K | 0.32% | 31 |
|