Veritable’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,574
| Closed | -$225K | – | 950 |
|
|
2021
Q4 | $225K | Buy |
+4,574
| New | +$199K | ﹤0.01% | 834 |
|
|
2018
Q4 | – | Sell |
-6,559
| Closed | -$290K | – | 835 |
|
|
2018
Q3 | $290K | Sell |
6,559
-286
| -4% | -$14.5K | 0.01% | 655 |
|
|
2018
Q2 | $401K | Sell |
6,845
-1,233
| -15% | -$78.5K | 0.01% | 557 |
|
|
2018
Q1 | $563K | Buy |
8,078
+84
| +1% | +$5.66K | 0.01% | 462 |
|
|
2017
Q4 | $481K | Sell |
7,994
-76
| -0.9% | -$4.89K | 0.01% | 519 |
|
|
2017
Q3 | $527K | Sell |
8,070
-475
| -6% | -$31.5K | 0.01% | 491 |
|
|
2017
Q2 | $572K | Buy |
8,545
+612
| +8% | +$40.7K | 0.01% | 478 |
|
|
2017
Q1 | $495K | Buy |
7,933
+20
| +0.3% | +$1.15K | 0.01% | 493 |
|
|
2016
Q4 | $406K | Buy |
7,913
+1,563
| +25% | +$72.1K | 0.01% | 519 |
|
|
2016
Q3 | $281K | Buy |
6,350
+530
| +9% | +$20K | 0.01% | 604 |
|
|
2016
Q2 | $208K | Buy |
+5,820
| New | +$192K | 0.01% | 667 |
|
|
2016
Q1 | – | Sell |
-9,608
| Closed | -$436K | – | 755 |
|
|
2015
Q4 | $436K | Buy |
9,608
+5,796
| +152% | +$296K | 0.01% | 497 |
|
|
2015
Q3 | $229K | Buy |
3,812
+67
| +2% | +$4.03K | 0.01% | 634 |
|
|
2015
Q2 | $222K | Sell |
3,745
-276
| -7% | -$19.8K | 0.01% | 661 |
|
|
2015
Q1 | $277K | Buy |
4,021
+293
| +8% | +$22.9K | 0.01% | 769 |
|
|
2014
Q4 | $312K | Sell |
3,728
-73
| -2% | -$5.51K | 0.01% | 732 |
|
|
2014
Q3 | $280K | Buy |
3,801
+109
| +3% | +$8.19K | 0.01% | 788 |
|
|
2014
Q2 | $258K | Sell |
3,692
-232
| -6% | -$15.6K | 0.01% | 805 |
|
|
2014
Q1 | $272K | Sell |
3,924
-29
| -0.7% | -$1.89K | 0.01% | 763 |
|
|
2013
Q4 | $251K | Sell |
3,953
-721
| -15% | -$40.3K | 0.01% | 777 |
|
|
2013
Q3 | $224K | Buy |
4,674
+82
| +2% | +$4.05K | 0.01% | 826 |
|
|
2013
Q2 | $216K | Buy |
+4,592
| New | +$201K | 0.01% | 845 |
|
Other funds holding WDC
