Stratos Wealth Partners’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 |
-5,350
| Closed | -$201K | – | 1309 |
|
2022
Q1 | $201K | Sell |
5,350
-13,134
| -71% | -$493K | ﹤0.01% | 1178 |
|
2021
Q4 | $911K | Buy |
18,484
+9,689
| +110% | +$478K | 0.02% | 583 |
|
2021
Q3 | $375K | Buy |
+8,795
| New | +$375K | 0.01% | 869 |
|
2018
Q4 | – | Sell |
-4,383
| Closed | -$194K | – | 2494 |
|
2018
Q3 | $194K | Buy |
4,383
+48
| +1% | +$2.13K | 0.01% | 848 |
|
2018
Q2 | $254K | Buy |
4,335
+703
| +19% | +$41.2K | 0.01% | 818 |
|
2018
Q1 | $253K | Sell |
3,632
-793
| -18% | -$55.2K | 0.01% | 805 |
|
2017
Q4 | $266K | Buy |
4,425
+201
| +5% | +$12.1K | 0.01% | 753 |
|
2017
Q3 | $276K | Buy |
+4,224
| New | +$276K | 0.01% | 726 |
|