SFM
Stack Financial Management’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-194,551
| Closed | -$15.5M | – | 54 |
|
|
2017
Q4 | $15.5M | Sell |
194,551
-6,155
| -3% | -$490K | 1.56% | 30 |
|
|
2017
Q3 | $17.3M | Buy |
200,706
+1,766
| +0.9% | +$153K | 1.88% | 25 |
|
|
2017
Q2 | $17.6M | Buy |
+198,940
| New | +$17.6M | 1.83% | 21 |
|