Benjamin F. Edwards & Company’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $26K | Buy |
3,475
+882
| +34% | +$6.6K | ﹤0.01% | 1487 |
|
2024
Q1 | $23K | Sell |
2,593
-37
| -1% | -$328 | ﹤0.01% | 1498 |
|
2023
Q4 | $30K | Sell |
2,630
-889
| -25% | -$10.1K | ﹤0.01% | 1378 |
|
2023
Q3 | $38K | Sell |
3,519
-847
| -19% | -$9.15K | ﹤0.01% | 1133 |
|
2023
Q2 | $55K | Sell |
4,366
-1,040
| -19% | -$13.1K | ﹤0.01% | 1062 |
|
2023
Q1 | $82K | Sell |
5,406
-242
| -4% | -$3.67K | ﹤0.01% | 964 |
|
2022
Q4 | $54K | Sell |
5,648
-2,476
| -30% | -$23.7K | ﹤0.01% | 1064 |
|
2022
Q3 | $93K | Sell |
8,124
-3,068
| -27% | -$35.1K | ﹤0.01% | 881 |
|
2022
Q2 | $150K | Buy |
+11,192
| New | +$150K | 0.01% | 748 |
|