Reilly Financial Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $16K | Buy |
321
+187
| +140% | +$9.32K | ﹤0.01% | 610 |
|
|
2021
Q3 | $6K | Sell |
134
-463
| -78% | -$20.7K | ﹤0.01% | 730 |
|
|
2021
Q2 | $32K | Hold |
597
| – | – | ﹤0.01% | 454 |
|
|
2021
Q1 | $30K | Hold |
597
| – | – | ﹤0.01% | 457 |
|
|
2020
Q4 | $25K | Hold |
597
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $16K | Hold |
597
| – | – | ﹤0.01% | 485 |
|
|
2020
Q2 | $20K | Hold |
597
| – | – | ﹤0.01% | 449 |
|
|
2020
Q1 | $19K | Hold |
597
| – | – | ﹤0.01% | 441 |
|
|
2019
Q4 | $29K | Hold |
597
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $27K | Hold |
597
| – | – | ﹤0.01% | 453 |
|
|
2019
Q2 | $21K | Sell |
597
-821
| -58% | -$28.9K | ﹤0.01% | 527 |
|
|
2019
Q1 | $52K | Buy |
1,418
+10
| +0.7% | +$367 | 0.01% | 350 |
|
|
2018
Q4 | $39K | Buy |
1,408
+6
| +0.4% | +$166 | 0.01% | 373 |
|
|
2018
Q3 | $62K | Buy |
1,402
+805
| +135% | +$35.6K | 0.01% | 321 |
|
|
2018
Q2 | $35K | Sell |
597
-264
| -31% | -$15.5K | 0.01% | 377 |
|
|
2018
Q1 | $60K | Sell |
861
-969
| -53% | -$67.5K | 0.01% | 281 |
|
|
2017
Q4 | $110K | Hold |
1,830
| – | – | 0.02% | 217 |
|
|
2017
Q3 | $120K | Hold |
1,830
| – | – | 0.02% | 195 |
|
|
2017
Q2 | $123K | Hold |
1,830
| – | – | 0.02% | 191 |
|
|
2017
Q1 | $114K | Buy |
1,830
+609
| +50% | +$37.9K | 0.02% | 192 |
|
|
2016
Q4 | $63K | Buy |
1,221
+823
| +207% | +$42.5K | 0.01% | 252 |
|
|
2016
Q3 | $18K | Hold |
398
| – | – | ﹤0.01% | 424 |
|
|
2016
Q2 | $14K | Buy |
+398
| New | +$14K | ﹤0.01% | 443 |
|
|
2016
Q1 | – | Sell |
-304
| Closed | -$14K | – | 1104 |
|
|
2015
Q4 | $14K | Hold |
304
| – | – | ﹤0.01% | 525 |
|
|
2015
Q3 | $18K | Hold |
304
| – | – | ﹤0.01% | 646 |
|
|
2015
Q2 | $18K | Hold |
304
| – | – | ﹤0.01% | 709 |
|
|
2015
Q1 | $21K | Buy |
+304
| New | +$21K | ﹤0.01% | 658 |
|
|
2014
Q2 | – | Sell |
-40
| Closed | -$3K | – | 882 |
|
|
2014
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 739 |
|
|
2013
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 766 |
|
|
2013
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 703 |
|
|
2013
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 768 |
|