Summit Wealth & Retirement Planning’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-11,026	Closed	-$396K	–	132
2019 Q2	$396K	Sell	11,026 -1,839	-14%	-$66K	0.23%	88
2019 Q1	$467K	Sell	12,865 -18	-0.1%	-$653	0.28%	83
2018 Q4	$360K	Buy	+12,883	New	+$360K	0.27%	76