V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,372
| Closed | -$250K | – | 418 |
|
|
2022
Q2 | $250K | Buy |
7,372
+397
| +6% | +$13.5K | 0.05% | 344 |
|
|
2022
Q1 | $262K | Sell |
6,975
-192
| -3% | -$7.21K | 0.04% | 371 |
|
|
2021
Q4 | $353K | Sell |
7,167
-926
| -11% | -$45.6K | 0.05% | 329 |
|
|
2021
Q3 | $346K | Sell |
8,093
-888
| -10% | -$38K | 0.05% | 334 |
|
|
2021
Q2 | $485K | Sell |
8,981
-1,758
| -16% | -$94.9K | 0.08% | 280 |
|
|
2021
Q1 | $542K | Buy |
10,739
+265
| +3% | +$13.4K | 0.1% | 236 |
|
|
2020
Q4 | $439K | Buy |
+10,474
| New | +$439K | 0.09% | 228 |
|
|
2020
Q3 | – | Sell |
-11,116
| Closed | -$371K | – | 349 |
|
|
2020
Q2 | $371K | Sell |
11,116
-2,549
| -19% | -$85.1K | 0.1% | 229 |
|
|
2020
Q1 | $430K | Buy |
13,665
+5,551
| +68% | +$175K | 0.13% | 171 |
|
|
2019
Q4 | $366K | Hold |
8,114
| – | – | 0.13% | 176 |
|
|
2019
Q3 | $366K | Sell |
8,114
-206
| -2% | -$9.29K | 0.13% | 177 |
|
|
2019
Q2 | $303K | Sell |
8,320
-133
| -2% | -$4.84K | 0.12% | 185 |
|
|
2019
Q1 | $341K | Buy |
+8,453
| New | +$341K | 0.14% | 164 |
|
|
2018
Q4 | – | Sell |
-6,276
| Closed | -$282K | – | 234 |
|
|
2018
Q3 | $282K | Buy |
6,276
+2,433
| +63% | +$109K | 0.13% | 174 |
|
|
2018
Q2 | $232K | Buy |
3,843
+787
| +26% | +$47.5K | 0.13% | 177 |
|
|
2018
Q1 | $206K | Buy |
+3,056
| New | +$206K | 0.11% | 191 |
|