SWA
Sutton Wealth Advisors’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.19K | Buy |
+26
| New | +$1.19K | ﹤0.01% | 782 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$316 | – | 1564 |
|
|
2022
Q4 | $316 | Sell |
10
-97
| -91% | -$3.07K | ﹤0.01% | 1557 |
|
|
2022
Q3 | $3.48K | Buy |
107
+34
| +47% | +$1.11K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $3.27K | Buy |
73
+31
| +74% | +$1.39K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $2.09K | Sell |
42
-3
| -7% | -$149 | ﹤0.01% | 1198 |
|
|
2021
Q4 | $2.93K | Hold |
45
| – | – | ﹤0.01% | 1144 |
|
|
2021
Q3 | $2.54K | Sell |
45
-7
| -13% | -$395 | ﹤0.01% | 1141 |
|
|
2021
Q2 | $3.7K | Hold |
52
| – | – | ﹤0.01% | 1089 |
|
|
2021
Q1 | $3.47K | Hold |
52
| – | – | ﹤0.01% | 1064 |
|
|
2020
Q4 | $2.88K | Hold |
52
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q3 | $1.9K | Sell |
52
-10
| -16% | -$366 | ﹤0.01% | 1076 |
|
|
2020
Q2 | $2.74K | Sell |
62
-9
| -13% | -$397 | ﹤0.01% | 1018 |
|
|
2020
Q1 | $2.96K | Buy |
71
+12
| +20% | +$499 | ﹤0.01% | 974 |
|
|
2019
Q4 | $3.75K | Hold |
59
| – | – | ﹤0.01% | 985 |
|
|
2019
Q3 | $3.52K | Hold |
59
| – | – | ﹤0.01% | 983 |
|
|
2019
Q2 | $2.81K | Buy |
59
+52
| +743% | +$2.47K | ﹤0.01% | 1014 |
|
|
2019
Q1 | $336 | Sell |
7
-21
| -75% | -$1.01K | ﹤0.01% | 1155 |
|
|
2018
Q4 | $1.04K | Buy |
28
+21
| +300% | +$776 | ﹤0.01% | 1034 |
|
|
2018
Q3 | $410 | Sell |
7
-378
| -98% | -$22.1K | ﹤0.01% | 1099 |
|
|
2018
Q2 | $29.8K | Hold |
385
| – | – | 0.02% | 439 |
|
|
2018
Q1 | $35.5K | Sell |
385
-7
| -2% | -$646 | 0.03% | 369 |
|
|
2017
Q4 | $31.2K | Hold |
392
| – | – | 0.02% | 399 |
|
|
2017
Q3 | $33.9K | Hold |
392
| – | – | 0.03% | 369 |
|
|
2017
Q2 | $34.7K | Buy |
392
+4
| +1% | +$354 | 0.03% | 340 |
|
|
2017
Q1 | $32K | Buy |
388
+3
| +0.8% | +$248 | 0.03% | 363 |
|
|
2016
Q4 | $26.2K | Buy |
385
+373
| +3,108% | +$25.3K | 0.02% | 410 |
|
|
2016
Q3 | $702 | Buy |
12
+3
| +33% | +$176 | ﹤0.01% | 983 |
|
|
2016
Q2 | $425 | Buy |
9
+4
| +80% | +$189 | ﹤0.01% | 987 |
|
|
2016
Q1 | $236 | Buy |
+5
| New | +$236 | ﹤0.01% | 1003 |
|