Realta Investment 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
Q3 | – | Sell |
-3,704
| Closed | -$212K | – | 773 |
|
2024
Q2 | $212K | Buy |
+3,704
| New | +$212K | 0.04% | 381 |
|
2020
Q1 | – | Sell |
-971
| Closed | -$37K | – | 1394 |
|
2019
Q4 | $37K | Buy |
971
+8
| +0.8% | +$305 | 0.01% | 748 |
|
2019
Q3 | $44K | Sell |
963
-85
| -8% | -$3.88K | 0.01% | 715 |
|
2019
Q2 | $38K | Buy |
1,048
+782
| +294% | +$28.4K | 0.01% | 745 |
|
2019
Q1 | $10K | Buy |
+266
| New | +$10K | ﹤0.01% | 912 |
|