Ropes Wealth 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
Q1 | – | Sell |
-265
| Closed | -$11K | – | 786 |
|
|
2020
Q4 | $11K | Sell |
265
-397
| -60% | -$16.5K | ﹤0.01% | 531 |
|
|
2020
Q3 | $18K | Buy |
662
+356
| +116% | +$9.68K | ﹤0.01% | 455 |
|
|
2020
Q2 | $10K | Buy |
306
+41
| +15% | +$1.34K | ﹤0.01% | 448 |
|
|
2020
Q1 | $8K | Hold |
265
| – | – | ﹤0.01% | 436 |
|
|
2019
Q4 | $13K | Hold |
265
| – | – | ﹤0.01% | 451 |
|
|
2019
Q3 | $12K | Buy |
+265
| New | +$12K | ﹤0.01% | 468 |
|
|
2019
Q1 | – | Sell |
-1,066
| Closed | -$30K | – | 536 |
|
|
2018
Q4 | $30K | Buy |
1,066
+934
| +708% | +$26.3K | 0.01% | 347 |
|
|
2018
Q3 | $6K | Hold |
132
| – | – | ﹤0.01% | 487 |
|
|
2018
Q2 | $8K | Hold |
132
| – | – | ﹤0.01% | 483 |
|
|
2018
Q1 | $9K | Hold |
132
| – | – | ﹤0.01% | 468 |
|
|
2017
Q4 | $8K | Hold |
132
| – | – | ﹤0.01% | 559 |
|
|
2017
Q3 | $9K | Hold |
132
| – | – | ﹤0.01% | 528 |
|
|
2017
Q2 | $9K | Sell |
132
-85
| -39% | -$5.8K | ﹤0.01% | 463 |
|
|
2017
Q1 | $14K | Buy |
217
+1
| +0.5% | +$65 | ﹤0.01% | 431 |
|
|
2016
Q4 | $11K | Hold |
216
| – | – | ﹤0.01% | 444 |
|
|
2016
Q3 | $10K | Hold |
216
| – | – | ﹤0.01% | 414 |
|
|
2016
Q2 | $8K | Buy |
216
+84
| +64% | +$3.11K | ﹤0.01% | 380 |
|
|
2016
Q1 | $5K | Sell |
132
-47
| -26% | -$1.78K | ﹤0.01% | 361 |
|
|
2015
Q4 | $8K | Buy |
179
+47
| +36% | +$2.1K | ﹤0.01% | 350 |
|
|
2015
Q3 | $8K | Hold |
132
| – | – | ﹤0.01% | 353 |
|
|
2015
Q2 | $8K | Hold |
132
| – | – | ﹤0.01% | 264 |
|
|
2015
Q1 | $9K | Buy |
+132
| New | +$9K | ﹤0.01% | 262 |
|