Alta Wealth Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,336
| Closed | -$163K | – | 133 |
|
|
2023
Q4 | $163K | Sell |
14,336
-1,171
| -8% | -$13.3K | 0.09% | 126 |
|
|
2023
Q3 | $168K | Buy |
15,507
+35
| +0.2% | +$380 | 0.1% | 126 |
|
|
2023
Q2 | $194K | Sell |
15,472
-500
| -3% | -$6.27K | 0.11% | 131 |
|
|
2023
Q1 | $241K | Buy |
+15,972
| New | +$241K | 0.15% | 128 |
|