Walled Lake Planning & Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,353
| Closed | -$58K | – | 311 |
|
|
2021
Q3 | $58K | Hold |
1,353
| – | – | 0.04% | 158 |
|
|
2021
Q2 | $73K | Hold |
1,353
| – | – | 0.05% | 138 |
|
|
2021
Q1 | $68K | Hold |
1,353
| – | – | 0.05% | 134 |
|
|
2020
Q4 | $57K | Hold |
1,353
| – | – | 0.04% | 129 |
|
|
2020
Q3 | $37K | Hold |
1,353
| – | – | 0.03% | 143 |
|
|
2020
Q2 | $45K | Buy |
1,353
+15
| +1% | +$499 | 0.04% | 118 |
|
|
2020
Q1 | $42K | Buy |
1,338
+11
| +0.8% | +$345 | 0.04% | 109 |
|
|
2019
Q4 | $64K | Buy |
+1,327
| New | +$64K | 0.05% | 106 |
|