Sowell Financial Services’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,847
| Closed | -$537K | – | 457 |
|
|
2022
Q2 | $537K | Buy |
+15,847
| New | +$537K | 0.05% | 220 |
|
|
2021
Q2 | – | Sell |
-4,515
| Closed | -$238K | – | 2724 |
|
|
2021
Q1 | $238K | Buy |
4,515
+4,264
| +1,699% | +$225K | 0.01% | 956 |
|
|
2020
Q4 | $11K | Buy |
251
+177
| +239% | +$7.76K | ﹤0.01% | 1980 |
|
|
2020
Q3 | $2K | Sell |
74
-1
| -1% | -$27 | ﹤0.01% | 2283 |
|
|
2020
Q2 | $3K | Sell |
75
-55
| -42% | -$2.2K | ﹤0.01% | 2083 |
|
|
2020
Q1 | $4K | Sell |
130
-852
| -87% | -$26.2K | ﹤0.01% | 1932 |
|
|
2019
Q4 | $47K | Sell |
982
-177
| -15% | -$8.47K | ﹤0.01% | 1171 |
|
|
2019
Q3 | $52K | Buy |
+1,159
| New | +$52K | ﹤0.01% | 986 |
|
|
2017
Q3 | – | Sell |
-3,718
| Closed | -$229K | – | 286 |
|
|
2017
Q2 | $229K | Sell |
3,718
-22,995
| -86% | -$1.42M | 0.07% | 222 |
|
|
2017
Q1 | $1.81M | Sell |
26,713
-13,288
| -33% | -$901K | 0.53% | 52 |
|
|
2016
Q4 | $2.31M | Buy |
+40,001
| New | +$2.31M | 0.77% | 37 |
|