Clear Point 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
Q4
Sell
-3,124
Closed -$25.8K 527
2024
Q3
$25.8K Hold
3,124
0.02% 262
2024
Q2
$23.2K Hold
3,124
0.02% 260
2024
Q1
$27.3K Sell
3,124
-4
-0.1% -$35 0.02% 251
2023
Q4
$35.6K Buy
+3,128
New +$35.6K 0.03% 215