Capital Investment Advisory Services’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 | – | Sell |
-10,480
| Closed | -$91.5K | – | 1000 |
|
|
2024
Q1 | $91.5K | Buy |
+10,480
| New | +$91.5K | 0.01% | 575 |
|
|
2023
Q2 | – | Sell |
-10,144
| Closed | -$153K | – | 917 |
|
|
2023
Q1 | $153K | Sell |
10,144
-1,479
| -13% | -$22.3K | 0.02% | 491 |
|
|
2022
Q4 | $110K | Buy |
11,623
+1,308
| +13% | +$12.4K | 0.01% | 533 |
|
|
2022
Q3 | $119K | Sell |
10,315
-4,323
| -30% | -$49.9K | 0.02% | 487 |
|
|
2022
Q2 | $196K | Buy |
+14,638
| New | +$196K | 0.02% | 451 |
|