Transamerica Financial Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 666 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 593 |
|
|
2019
Q3 | – | Sell |
-140
| Closed | -$6K | – | 523 |
|
|
2019
Q2 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 333 |
|
|
2019
Q1 | – | Sell |
-205
| Closed | -$6K | – | 459 |
|
|
2018
Q4 | $6K | Buy |
205
+13
| +7% | +$380 | ﹤0.01% | 314 |
|
|
2018
Q3 | $9K | Buy |
192
+187
| +3,740% | +$8.77K | ﹤0.01% | 301 |
|
|
2018
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 477 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$1K | – | 922 |
|
|
2015
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 864 |
|
|
2015
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 863 |
|
|
2014
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 705 |
|