TWMP
Taylor Wealth Management Partners’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $202K | Sell |
4,500
-4,500
| -50% | -$202K | 0.11% | 53 |
|
|
2022
Q1 | $447K | Sell |
9,000
-11,000
| -55% | -$546K | 0.18% | 51 |
|
|
2021
Q4 | $1.3M | Sell |
20,000
-5,000
| -20% | -$326K | 0.46% | 42 |
|
|
2021
Q3 | $1.41M | Sell |
25,000
-5,000
| -17% | -$282K | 0.5% | 48 |
|
|
2021
Q2 | $2.14M | Sell |
30,000
-7,000
| -19% | -$498K | 0.75% | 44 |
|
|
2021
Q1 | $2.47M | Buy |
+37,000
| New | +$2.47M | 0.9% | 41 |
|