YorkBridge Wealth Partners’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,130
| Closed | -$41K | – | 647 |
|
|
2019
Q2 | $41K | Sell |
1,130
-44
| -4% | -$1.6K | 0.02% | 388 |
|
|
2019
Q1 | $43K | Buy |
1,174
+368
| +46% | +$13.5K | 0.02% | 375 |
|
|
2018
Q4 | $23K | Sell |
806
-344
| -30% | -$9.82K | 0.01% | 432 |
|
|
2018
Q3 | $50K | Buy |
1,150
+234
| +26% | +$10.2K | 0.02% | 359 |
|
|
2018
Q2 | $54K | Buy |
916
+11
| +1% | +$648 | 0.02% | 359 |
|
|
2018
Q1 | $62K | Sell |
905
-41
| -4% | -$2.81K | 0.03% | 350 |
|
|
2017
Q4 | $58K | Sell |
946
-443
| -32% | -$27.2K | 0.03% | 363 |
|
|
2017
Q3 | $91K | Sell |
1,389
-109
| -7% | -$7.14K | 0.05% | 302 |
|
|
2017
Q2 | $97K | Sell |
1,498
-43
| -3% | -$2.78K | 0.05% | 279 |
|
|
2017
Q1 | $102K | Sell |
1,541
-802
| -34% | -$53.1K | 0.05% | 261 |
|
|
2016
Q4 | $109K | Buy |
+2,343
| New | +$109K | 0.06% | 230 |
|