Telemark Asset Management’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-224,910
Closed -$7.08M 62
2020
Q1
$7.08M Buy
+224,910
New +$7.08M 1.69% 18
2015
Q1
Sell
-119,070
Closed -$9.96M 33
2014
Q4
$9.96M Buy
119,070
+66,150
+125% +$5.54M 2.94% 16
2014
Q3
$3.89M Sell
52,920
-39,690
-43% -$2.92M 1.04% 33
2014
Q2
$6.46M Buy
92,610
+79,380
+600% +$5.54M 1.77% 25
2014
Q1
$918K Buy
+13,230
New +$918K 0.23% 44