Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $41K | Buy |
3,605
+805
| +29% | +$9.16K | ﹤0.01% | 415 |
|
|
2023
Q3 | $30.4K | Sell |
2,800
-295
| -10% | -$3.2K | ﹤0.01% | 409 |
|
|
2023
Q2 | $38.8K | Buy |
3,095
+114
| +4% | +$1.43K | ﹤0.01% | 361 |
|
|
2023
Q1 | $45K | Hold |
2,981
| – | – | ﹤0.01% | 348 |
|
|
2022
Q4 | $28K | Sell |
2,981
-170
| -5% | -$1.6K | ﹤0.01% | 417 |
|
|
2022
Q3 | $36K | Sell |
3,151
-2,250
| -42% | -$25.7K | ﹤0.01% | 355 |
|
|
2022
Q2 | $72K | Buy |
+5,401
| New | +$72K | 0.01% | 279 |
|