Veritable’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,574
| Closed | -$225K | – | 946 |
|
|
2021
Q4 | $225K | Buy |
+4,574
| New | +$225K | ﹤0.01% | 829 |
|
|
2018
Q4 | – | Sell |
-6,559
| Closed | -$290K | – | 825 |
|
|
2018
Q3 | $290K | Sell |
6,559
-286
| -4% | -$12.6K | 0.01% | 648 |
|
|
2018
Q2 | $401K | Sell |
6,845
-1,233
| -15% | -$72.2K | 0.01% | 550 |
|
|
2018
Q1 | $563K | Buy |
8,078
+84
| +1% | +$5.85K | 0.01% | 455 |
|
|
2017
Q4 | $481K | Sell |
7,994
-76
| -0.9% | -$4.57K | 0.01% | 514 |
|
|
2017
Q3 | $527K | Sell |
8,070
-475
| -6% | -$31K | 0.01% | 486 |
|
|
2017
Q2 | $572K | Buy |
8,545
+612
| +8% | +$41K | 0.01% | 474 |
|
|
2017
Q1 | $495K | Buy |
7,933
+20
| +0.3% | +$1.25K | 0.01% | 491 |
|
|
2016
Q4 | $406K | Buy |
7,913
+1,563
| +25% | +$80.2K | 0.01% | 516 |
|
|
2016
Q3 | $281K | Buy |
6,350
+530
| +9% | +$23.5K | 0.01% | 599 |
|
|
2016
Q2 | $208K | Buy |
+5,820
| New | +$208K | 0.01% | 665 |
|
|
2016
Q1 | – | Sell |
-9,608
| Closed | -$436K | – | 750 |
|
|
2015
Q4 | $436K | Buy |
9,608
+5,796
| +152% | +$263K | 0.01% | 493 |
|
|
2015
Q3 | $229K | Buy |
3,812
+67
| +2% | +$4.03K | 0.01% | 630 |
|
|
2015
Q2 | $222K | Sell |
3,745
-276
| -7% | -$16.4K | 0.01% | 658 |
|
|
2015
Q1 | $277K | Buy |
4,021
+293
| +8% | +$20.2K | 0.01% | 767 |
|
|
2014
Q4 | $312K | Sell |
3,728
-73
| -2% | -$6.11K | 0.01% | 730 |
|
|
2014
Q3 | $280K | Buy |
3,801
+109
| +3% | +$8.03K | 0.01% | 784 |
|
|
2014
Q2 | $258K | Sell |
3,692
-232
| -6% | -$16.2K | 0.01% | 800 |
|
|
2014
Q1 | $272K | Sell |
3,924
-29
| -0.7% | -$2.01K | 0.01% | 759 |
|
|
2013
Q4 | $251K | Sell |
3,953
-721
| -15% | -$45.8K | 0.01% | 773 |
|
|
2013
Q3 | $224K | Buy |
4,674
+82
| +2% | +$3.93K | 0.01% | 821 |
|
|
2013
Q2 | $216K | Buy |
+4,592
| New | +$216K | 0.01% | 840 |
|