Valley National Advisers’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 |
-79
| Closed | -$4K | – | 1152 |
|
|
2024
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 807 |
|
|
2024
Q1 | $4K | Buy |
79
+19
| +32% | +$962 | ﹤0.01% | 842 |
|
|
2023
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 998 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 1004 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 984 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 989 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 969 |
|
|
2018
Q4 | – | Sell |
-36
| Closed | -$2K | – | 831 |
|
|
2018
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 610 |
|
|
2016
Q4 | – | Sell |
-16
| Closed | -$1K | – | 763 |
|
|
2016
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 613 |
|
|
2016
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 585 |
|
|
2016
Q1 | – | Sell |
-22
| Closed | -$1K | – | 665 |
|
|
2015
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 573 |
|
|
2015
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 579 |
|
|
2015
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 586 |
|
|
2015
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 507 |
|