Kingswood Wealth Advisors’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,797	Closed	-$299K	–	901
2024 Q3	$299K	Sell	5,797 -6,602	-53%	-$341K	0.02%	569
2024 Q2	$710K	Buy	+12,399	New	+$710K	0.06%	306
2024 Q1	–	Sell	-5,850	Closed	-$232K	–	703
2023 Q4	$232K	Buy	+5,850	New	+$232K	0.03%	542