Kelly Financial Services’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-229
| Closed | -$13.1K | – | 762 |
|
|
2024
Q2 | $13.1K | Hold |
229
| – | – | ﹤0.01% | 387 |
|
|
2024
Q1 | $11.8K | Hold |
229
| – | – | ﹤0.01% | 404 |
|
|
2023
Q4 | $9.04K | Hold |
229
| – | – | ﹤0.01% | 410 |
|
|
2023
Q3 | $7.88K | Hold |
229
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $6.55K | Hold |
229
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $6.51K | Hold |
229
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $5.45K | Hold |
229
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $5.62K | Hold |
229
| – | – | ﹤0.01% | 385 |
|
|
2022
Q2 | $7.74K | Hold |
229
| – | – | ﹤0.01% | 352 |
|
|
2022
Q1 | $8.57K | Hold |
229
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $11.3K | Hold |
229
| – | – | 0.01% | 328 |
|
|
2021
Q3 | $9.75K | Sell |
229
-16,031
| -99% | -$682K | 0.01% | 333 |
|
|
2021
Q2 | $173K | Buy |
16,260
+16,031
| +7,000% | +$171K | 0.01% | 313 |
|
|
2021
Q1 | $11.5K | Hold |
229
| – | – | 0.01% | 285 |
|
|
2020
Q4 | $9.57K | Hold |
229
| – | – | 0.01% | 280 |
|
|
2020
Q3 | $6.31K | Hold |
229
| – | – | ﹤0.01% | 305 |
|
|
2020
Q2 | $7.62K | Hold |
229
| – | – | 0.01% | 283 |
|
|
2020
Q1 | $7.19K | Hold |
229
| – | – | 0.01% | 251 |
|
|
2019
Q4 | $11K | Hold |
229
| – | – | 0.01% | 226 |
|
|
2019
Q3 | $10.3K | Hold |
229
| – | – | 0.01% | 225 |
|
|
2019
Q2 | $8.21K | Hold |
229
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $8.3K | Buy |
+229
| New | +$8.3K | 0.01% | 242 |
|