Wealthstreet Investment Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,681
| Closed | -$388K | – | 324 |
|
|
2021
Q1 | $388K | Sell |
7,681
-397
| -5% | -$20.1K | 0.04% | 286 |
|
|
2020
Q4 | $338K | Sell |
8,078
-1,436
| -15% | -$60.1K | 0.03% | 286 |
|
|
2020
Q3 | $263K | Sell |
9,514
-1,163
| -11% | -$32.1K | 0.03% | 290 |
|
|
2020
Q2 | $356K | Hold |
10,677
| – | – | 0.04% | 251 |
|
|
2020
Q1 | $336K | Sell |
10,677
-2,702
| -20% | -$85K | 0.05% | 230 |
|
|
2019
Q4 | $642K | Sell |
13,379
-530
| -4% | -$25.4K | 0.07% | 209 |
|
|
2019
Q3 | $660K | Sell |
13,909
-264
| -2% | -$12.5K | 0.08% | 193 |
|
|
2019
Q2 | $509K | Sell |
14,173
-875
| -6% | -$31.4K | 0.07% | 222 |
|
|
2019
Q1 | $547K | Sell |
15,048
-745
| -5% | -$27.1K | 0.07% | 211 |
|
|
2018
Q4 | $525K | Sell |
15,793
-979
| -6% | -$32.5K | 0.07% | 210 |
|
|
2018
Q3 | $742K | Buy |
16,772
+642
| +4% | +$28.4K | 0.09% | 193 |
|
|
2018
Q2 | $944K | Buy |
16,130
+775
| +5% | +$45.4K | 0.12% | 156 |
|
|
2018
Q1 | $1.07M | Sell |
15,355
-10,683
| -41% | -$745K | 0.13% | 144 |
|
|
2017
Q4 | $1.57M | Buy |
+26,038
| New | +$1.57M | 0.19% | 120 |
|