TCI Wealth Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$453 | – | 2222 |
|
|
2023
Q1 | $453 | Sell |
16
-489
| -97% | -$13.8K | ﹤0.01% | 2230 |
|
|
2022
Q4 | $12.1K | Buy |
505
+469
| +1,303% | +$11.2K | ﹤0.01% | 941 |
|
|
2022
Q3 | $1K | Sell |
36
-862
| -96% | -$23.9K | ﹤0.01% | 2183 |
|
|
2022
Q2 | $30K | Buy |
898
+706
| +368% | +$23.6K | ﹤0.01% | 518 |
|
|
2022
Q1 | $7K | Sell |
192
-364
| -65% | -$13.3K | ﹤0.01% | 1363 |
|
|
2021
Q4 | $27K | Buy |
556
+152
| +38% | +$7.38K | ﹤0.01% | 582 |
|
|
2021
Q3 | $17K | Buy |
404
+138
| +52% | +$5.81K | ﹤0.01% | 755 |
|
|
2021
Q2 | $14K | Buy |
266
+3
| +1% | +$158 | ﹤0.01% | 748 |
|
|
2021
Q1 | $13K | Buy |
263
+71
| +37% | +$3.51K | 0.01% | 714 |
|
|
2020
Q4 | $8K | Sell |
192
-22
| -10% | -$917 | ﹤0.01% | 700 |
|
|
2020
Q3 | $6K | Sell |
214
-113
| -35% | -$3.17K | ﹤0.01% | 720 |
|
|
2020
Q2 | $11K | Buy |
327
+275
| +529% | +$9.25K | ﹤0.01% | 549 |
|
|
2020
Q1 | $2K | Sell |
52
-633
| -92% | -$24.3K | ﹤0.01% | 1113 |
|
|
2019
Q4 | $33K | Buy |
685
+39
| +6% | +$1.88K | 0.01% | 455 |
|
|
2019
Q3 | $29K | Buy |
646
+248
| +62% | +$11.1K | 0.01% | 429 |
|
|
2019
Q2 | $14K | Sell |
398
-35
| -8% | -$1.23K | 0.01% | 549 |
|
|
2019
Q1 | $16K | Buy |
433
+130
| +43% | +$4.8K | 0.01% | 533 |
|
|
2018
Q4 | $8K | Sell |
303
-85
| -22% | -$2.24K | ﹤0.01% | 677 |
|
|
2018
Q3 | $17K | Buy |
388
+52
| +15% | +$2.28K | 0.01% | 529 |
|
|
2018
Q2 | $20K | Buy |
336
+62
| +23% | +$3.69K | 0.01% | 491 |
|
|
2018
Q1 | $19K | Hold |
274
| – | – | 0.01% | 494 |
|
|
2017
Q4 | $16K | Hold |
274
| – | – | 0.01% | 537 |
|
|
2017
Q3 | $18K | Hold |
274
| – | – | 0.01% | 481 |
|
|
2017
Q2 | $18K | Buy |
274
+40
| +17% | +$2.63K | 0.01% | 478 |
|
|
2017
Q1 | $15K | Hold |
234
| – | – | 0.01% | 506 |
|
|
2016
Q4 | $12K | Sell |
234
-118
| -34% | -$6.05K | 0.01% | 596 |
|
|
2016
Q3 | $16K | Buy |
352
+118
| +50% | +$5.36K | 0.01% | 478 |
|
|
2016
Q2 | $8K | Buy |
+234
| New | +$8K | ﹤0.01% | 628 |
|