Bridgeworth’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 | $158K | Buy |
13,845
+952
| +7% | +$10.8K | 0.02% | 175 |
|
|
2023
Q3 | $140K | Sell |
12,893
-2,146
| -14% | -$23.3K | 0.02% | 165 |
|
|
2023
Q2 | $189K | Buy |
+15,039
| New | +$189K | 0.02% | 168 |
|
|
2023
Q1 | – | Sell |
-11,183
| Closed | -$106K | – | 172 |
|
|
2022
Q4 | $106K | Buy |
11,183
+291
| +3% | +$2.76K | 0.02% | 157 |
|
|
2022
Q3 | $125K | Sell |
10,892
-2,146
| -16% | -$24.6K | 0.03% | 139 |
|
|
2022
Q2 | $175K | Buy |
+13,038
| New | +$175K | 0.04% | 142 |
|