Cetera Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $780K | Buy |
89,301
+18,699
| +26% | +$163K | 0.01% | 1293 |
|
|
2023
Q4 | $803K | Sell |
70,602
-12,459
| -15% | -$142K | 0.01% | 868 |
|
|
2023
Q3 | $902K | Buy |
83,061
+758
| +0.9% | +$8.23K | 0.01% | 766 |
|
|
2023
Q2 | $1.03M | Buy |
82,303
+3,019
| +4% | +$37.9K | 0.02% | 700 |
|
|
2023
Q1 | $1.2M | Sell |
79,284
-1,061
| -1% | -$16K | 0.02% | 629 |
|
|
2022
Q4 | $762K | Sell |
80,345
-22,873
| -22% | -$217K | 0.01% | 776 |
|
|
2022
Q3 | $1.19M | Sell |
103,218
-18,074
| -15% | -$208K | 0.03% | 478 |
|
|
2022
Q2 | $1.63M | Buy |
+121,292
| New | +$1.63M | 0.04% | 437 |
|