Sigma Planning Corp’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,861
| Closed | -$220K | – | 1426 |
|
|
2022
Q1 | $220K | Buy |
5,861
+463
| +9% | +$17.4K | 0.01% | 1190 |
|
|
2021
Q4 | $266K | Buy |
5,398
+615
| +13% | +$30.3K | 0.01% | 1134 |
|
|
2021
Q3 | $204K | Sell |
4,783
-926
| -16% | -$39.5K | 0.01% | 1248 |
|
|
2021
Q2 | $307K | Sell |
5,709
-407
| -7% | -$21.9K | 0.01% | 1050 |
|
|
2021
Q1 | $309K | Buy |
6,116
+661
| +12% | +$33.4K | 0.01% | 956 |
|
|
2020
Q4 | $228K | Buy |
+5,455
| New | +$228K | 0.01% | 1018 |
|
|
2020
Q3 | – | Sell |
-25,369
| Closed | -$847K | – | 1154 |
|
|
2020
Q2 | $847K | Buy |
25,369
+5,091
| +25% | +$170K | 0.04% | 433 |
|
|
2020
Q1 | $638K | Sell |
20,278
-8,468
| -29% | -$266K | 0.04% | 415 |
|
|
2019
Q4 | $1.38M | Buy |
28,746
+6,043
| +27% | +$290K | 0.06% | 327 |
|
|
2019
Q3 | $1.02M | Buy |
22,703
+301
| +1% | +$13.6K | 0.05% | 364 |
|
|
2019
Q2 | $805K | Buy |
22,402
+4,978
| +29% | +$179K | 0.04% | 400 |
|
|
2019
Q1 | $633K | Buy |
17,424
+8,085
| +87% | +$294K | 0.04% | 443 |
|
|
2018
Q4 | $261K | Buy |
+9,339
| New | +$261K | 0.02% | 647 |
|
|
2018
Q3 | – | Sell |
-4,104
| Closed | -$240K | – | 986 |
|
|
2018
Q2 | $240K | Sell |
4,104
-100
| -2% | -$5.85K | 0.02% | 745 |
|
|
2018
Q1 | $293K | Buy |
4,204
+89
| +2% | +$6.2K | 0.02% | 614 |
|
|
2017
Q4 | $247K | Sell |
4,115
-407
| -9% | -$24.4K | 0.02% | 683 |
|
|
2017
Q3 | $295K | Buy |
4,522
+138
| +3% | +$9K | 0.02% | 611 |
|
|
2017
Q2 | $294K | Hold |
4,384
| – | – | 0.03% | 580 |
|
|
2017
Q1 | $274K | Buy |
4,384
+463
| +12% | +$28.9K | 0.03% | 602 |
|
|
2016
Q4 | $201K | Buy |
+3,921
| New | +$201K | 0.02% | 642 |
|