ProVise Management Group’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,152
| Closed | -$272K | – | 334 |
|
|
2018
Q3 | $272K | Sell |
6,152
-1,852
| -23% | -$81.9K | 0.04% | 274 |
|
|
2018
Q2 | $468 | Sell |
8,004
-496
| -6% | -$29 | 0.04% | 226 |
|
|
2018
Q1 | $593K | Sell |
8,500
-7,234
| -46% | -$505K | 0.09% | 186 |
|
|
2017
Q4 | $946K | Sell |
15,734
-741
| -4% | -$44.6K | 0.14% | 145 |
|
|
2017
Q3 | $1.08M | Sell |
16,475
-15,781
| -49% | -$1.03M | 0.16% | 146 |
|
|
2017
Q2 | $2.16M | Sell |
32,256
-290
| -0.9% | -$19.4K | 0.33% | 92 |
|
|
2017
Q1 | $2.03M | Buy |
32,546
+355
| +1% | +$22.1K | 0.33% | 91 |
|
|
2016
Q4 | $1.65M | Buy |
32,191
+6,062
| +23% | +$311K | 0.28% | 103 |
|
|
2016
Q3 | $1.16M | Buy |
26,129
+8,533
| +48% | +$377K | 0.2% | 132 |
|
|
2016
Q2 | $629K | Buy |
17,596
+2,381
| +16% | +$85.1K | 0.12% | 175 |
|
|
2016
Q1 | $543K | Buy |
15,215
+10,320
| +211% | +$368K | 0.11% | 175 |
|
|
2015
Q4 | $222K | Buy |
+4,895
| New | +$222K | 0.05% | 259 |
|