Sheaff Brock 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 |
-4,068
| Closed | -$233K | – | 477 |
|
|
2024
Q2 | $233K | Sell |
4,068
-6,781
| -63% | -$388K | 0.02% | 360 |
|
|
2024
Q1 | $560K | Buy |
+10,849
| New | +$560K | 0.04% | 266 |
|
|
2020
Q2 | – | Sell |
-6,880
| Closed | -$216K | – | 468 |
|
|
2020
Q1 | $216K | Hold |
6,880
| – | – | 0.03% | 317 |
|
|
2019
Q4 | $330K | Hold |
6,880
| – | – | 0.03% | 315 |
|
|
2019
Q3 | $310K | Sell |
6,880
-158
| -2% | -$7.12K | 0.03% | 325 |
|
|
2019
Q2 | $253K | Hold |
7,038
| – | – | 0.03% | 360 |
|
|
2019
Q1 | $256K | Sell |
7,038
-397
| -5% | -$14.4K | 0.03% | 376 |
|
|
2018
Q4 | $208K | Sell |
7,435
-402
| -5% | -$11.2K | 0.03% | 386 |
|
|
2018
Q3 | $347K | Buy |
7,837
+111
| +1% | +$4.92K | 0.03% | 322 |
|
|
2018
Q2 | $452K | Sell |
7,726
-123
| -2% | -$7.2K | 0.04% | 268 |
|
|
2018
Q1 | $547K | Buy |
7,849
+521
| +7% | +$36.3K | 0.06% | 232 |
|
|
2017
Q4 | $440K | Sell |
7,328
-1,057
| -13% | -$63.5K | 0.06% | 278 |
|
|
2017
Q3 | $548K | Sell |
8,385
-4,894
| -37% | -$320K | 0.07% | 246 |
|
|
2017
Q2 | $889K | Buy |
13,279
+867
| +7% | +$58K | 0.12% | 173 |
|
|
2017
Q1 | $774K | Buy |
12,412
+2,493
| +25% | +$155K | 0.1% | 202 |
|
|
2016
Q4 | $509K | Buy |
9,919
+2,584
| +35% | +$133K | 0.06% | 282 |
|
|
2016
Q3 | $324K | Sell |
7,335
-794
| -10% | -$35.1K | 0.04% | 337 |
|
|
2016
Q2 | $290K | Buy |
8,129
+1,097
| +16% | +$39.1K | 0.04% | 384 |
|
|
2016
Q1 | $251K | Buy |
7,032
+794
| +13% | +$28.3K | 0.03% | 430 |
|
|
2015
Q4 | $283K | Buy |
+6,238
| New | +$283K | 0.03% | 430 |
|