Avantax Planning Partners’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,462
| Closed | -$77.8K | – | 488 |
|
|
2024
Q2 | $77.8K | Buy |
+10,462
| New | +$77.8K | ﹤0.01% | 455 |
|
|
2023
Q2 | – | Sell |
-11,086
| Closed | -$167K | – | 390 |
|
|
2023
Q1 | $167K | Sell |
11,086
-571
| -5% | -$8.62K | 0.01% | 359 |
|
|
2022
Q4 | $111K | Buy |
11,657
+1,578
| +16% | +$15K | ﹤0.01% | 357 |
|
|
2022
Q3 | $116K | Sell |
10,079
-1,381
| -12% | -$15.9K | 0.01% | 335 |
|
|
2022
Q2 | $154K | Buy |
+11,460
| New | +$154K | 0.01% | 326 |
|