9258 Wealth Management’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,096
Closed -$116K 343
2022
Q3
$116K Sell
10,096
-1,759
-15% -$20.2K 0.03% 309
2022
Q2
$159K Buy
+11,855
New +$159K 0.04% 319