TrueWealth LLC’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 |
-1,077
| Closed | -$34K | – | 776 |
|
|
2020
Q1 | $34K | Buy |
1,077
+533
| +98% | +$16.8K | 0.02% | 293 |
|
|
2019
Q4 | $26K | Buy |
544
+6
| +1% | +$287 | 0.01% | 349 |
|
|
2019
Q3 | $24K | Buy |
538
+4
| +0.7% | +$178 | 0.01% | 348 |
|
|
2019
Q2 | $19K | Buy |
534
+5
| +0.9% | +$178 | 0.01% | 381 |
|
|
2019
Q1 | $19K | Buy |
+529
| New | +$19K | 0.01% | 371 |
|
|
2018
Q4 | – | Sell |
-159
| Closed | -$7K | – | 819 |
|
|
2018
Q3 | $7K | Sell |
159
-172
| -52% | -$7.57K | ﹤0.01% | 560 |
|
|
2018
Q2 | $19K | Sell |
331
-5
| -1% | -$287 | 0.01% | 399 |
|
|
2018
Q1 | $23K | Sell |
336
-19
| -5% | -$1.3K | 0.01% | 346 |
|
|
2017
Q4 | $21K | Buy |
+355
| New | +$21K | 0.01% | 389 |
|