Wealthspire Advisors (Maryland)’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,466
| Closed | -$53K | – | 2070 |
|
|
2019
Q1 | $53K | Buy |
1,466
+188
| +15% | +$6.8K | ﹤0.01% | 877 |
|
|
2018
Q4 | $36K | Sell |
1,278
-408
| -24% | -$11.5K | ﹤0.01% | 989 |
|
|
2018
Q3 | $75K | Sell |
1,686
-330
| -16% | -$14.7K | 0.01% | 809 |
|
|
2018
Q2 | $118K | Sell |
2,016
-238
| -11% | -$13.9K | 0.01% | 638 |
|
|
2018
Q1 | $157K | Sell |
2,254
-100
| -4% | -$6.97K | 0.01% | 551 |
|
|
2017
Q4 | $141K | Sell |
2,354
-2,085
| -47% | -$125K | 0.01% | 594 |
|
|
2017
Q3 | $290K | Sell |
4,439
-95
| -2% | -$6.21K | 0.03% | 368 |
|
|
2017
Q2 | $304K | Buy |
4,534
+3,527
| +350% | +$236K | 0.04% | 340 |
|
|
2017
Q1 | $63K | Buy |
1,007
+184
| +22% | +$11.5K | 0.01% | 745 |
|
|
2016
Q4 | $42K | Buy |
823
+81
| +11% | +$4.13K | 0.01% | 821 |
|
|
2016
Q3 | $33K | Buy |
742
+63
| +9% | +$2.8K | 0.01% | 900 |
|
|
2016
Q2 | $24K | Buy |
679
+178
| +36% | +$6.29K | ﹤0.01% | 944 |
|
|
2016
Q1 | $18K | Buy |
501
+56
| +13% | +$2.01K | ﹤0.01% | 1005 |
|
|
2015
Q4 | $20K | Buy |
+445
| New | +$20K | ﹤0.01% | 972 |
|