Smith & Howard Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,540
| Closed | -$237K | – | 63 |
|
|
2017
Q2 | $237K | Buy |
3,540
+41
| +1% | +$2.75K | 0.11% | 47 |
|
|
2017
Q1 | $218K | Buy |
+3,499
| New | +$218K | 0.1% | 48 |
|
|
2015
Q1 | – | Sell |
-2,441
| Closed | -$204K | – | 87 |
|
|
2014
Q4 | $204K | Buy |
+2,441
| New | +$204K | 0.1% | 51 |
|
|
2014
Q1 | – | Sell |
-2,441
| Closed | -$155K | – | 215 |
|
|
2013
Q4 | $155K | Buy |
+2,441
| New | +$155K | 0.09% | 52 |
|