Carmel Capital Partners’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 | – | Sell |
-85,280
| Closed | -$926K | – | 701 |
|
|
2023
Q3 | $926K | Sell |
85,280
-534
| -0.6% | -$5.8K | 0.42% | 50 |
|
|
2023
Q2 | $1.08M | Buy |
85,814
+4,573
| +6% | +$57.3K | 0.55% | 39 |
|
|
2023
Q1 | $1.23M | Sell |
81,241
-6,971
| -8% | -$105K | 0.73% | 23 |
|
|
2022
Q4 | $836K | Buy |
+88,212
| New | +$836K | 0.58% | 39 |
|