Kelly Financial Services’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	406
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	$6.5K	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%	-$762K	0.01%	333
2021 Q2	$173K	Buy	16,260 +16,031	+7,000%	+$867K	0.01%	313
2021 Q1	$11.5K	Hold	229	–	–	0.01%	285
2020 Q4	$9.56K	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	+$7.84K	0.01%	242