TCI Wealth Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$453 | – | 2222 |
|
|
2023
Q1 | $453 | Sell |
16
-489
| -97% | -$14.3K | ﹤0.01% | 2230 |
|
|
2022
Q4 | $12.1K | Buy |
505
+469
| +1,303% | +$12.4K | ﹤0.01% | 941 |
|
|
2022
Q3 | $1K | Sell |
36
-862
| -96% | -$28.6K | ﹤0.01% | 2183 |
|
|
2022
Q2 | $30K | Buy |
898
+706
| +368% | +$28.4K | ﹤0.01% | 519 |
|
|
2022
Q1 | $7K | Sell |
192
-364
| -65% | -$14.9K | ﹤0.01% | 1363 |
|
|
2021
Q4 | $27K | Buy |
556
+152
| +38% | +$6.61K | ﹤0.01% | 582 |
|
|
2021
Q3 | $17K | Buy |
404
+138
| +52% | +$6.56K | ﹤0.01% | 770 |
|
|
2021
Q2 | $14K | Buy |
266
+3
| +1% | +$162 | ﹤0.01% | 766 |
|
|
2021
Q1 | $13K | Buy |
263
+71
| +37% | +$3.32K | 0.01% | 732 |
|
|
2020
Q4 | $8K | Sell |
192
-22
| -10% | -$730 | ﹤0.01% | 724 |
|
|
2020
Q3 | $6K | Sell |
214
-113
| -35% | -$3.36K | ﹤0.01% | 737 |
|
|
2020
Q2 | $11K | Buy |
327
+275
| +529% | +$8.91K | ﹤0.01% | 561 |
|
|
2020
Q1 | $2K | Sell |
52
-633
| -92% | -$28K | ﹤0.01% | 1123 |
|
|
2019
Q4 | $33K | Buy |
685
+39
| +6% | +$1.63K | 0.01% | 459 |
|
|
2019
Q3 | $29K | Buy |
646
+248
| +62% | +$10.6K | 0.01% | 433 |
|
|
2019
Q2 | $14K | Sell |
398
-35
| -8% | -$1.2K | 0.01% | 553 |
|
|
2019
Q1 | $16K | Buy |
433
+130
| +43% | +$4.45K | 0.01% | 539 |
|
|
2018
Q4 | $8K | Sell |
303
-85
| -22% | -$3.01K | ﹤0.01% | 685 |
|
|
2018
Q3 | $17K | Buy |
388
+52
| +15% | +$2.63K | 0.01% | 539 |
|
|
2018
Q2 | $20K | Buy |
336
+62
| +23% | +$3.94K | 0.01% | 491 |
|
|
2018
Q1 | $19K | Hold |
274
| – | – | 0.01% | 497 |
|
|
2017
Q4 | $16K | Hold |
274
| – | – | 0.01% | 537 |
|
|
2017
Q3 | $18K | Hold |
274
| – | – | 0.01% | 482 |
|
|
2017
Q2 | $18K | Buy |
274
+40
| +17% | +$2.66K | 0.01% | 478 |
|
|
2017
Q1 | $15K | Hold |
234
| – | – | 0.01% | 506 |
|
|
2016
Q4 | $12K | Sell |
234
-118
| -34% | -$5.44K | 0.01% | 596 |
|
|
2016
Q3 | $16K | Buy |
352
+118
| +50% | +$4.45K | 0.01% | 478 |
|
|
2016
Q2 | $8K | Buy |
+234
| New | +$7.71K | ﹤0.01% | 628 |
|