Clearview Wealth Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-490
| Closed | -$6.14K | – | 643 |
|
|
2023
Q2 | $6.14K | Sell |
490
-76
| -13% | -$952 | 0.01% | 406 |
|
|
2023
Q1 | $8.56K | Sell |
566
-631
| -53% | -$9.54K | 0.01% | 387 |
|
|
2022
Q4 | $11.4K | Sell |
1,197
-177
| -13% | -$1.68K | 0.01% | 314 |
|
|
2022
Q3 | $16K | Sell |
1,374
-342
| -20% | -$3.98K | 0.01% | 284 |
|
|
2022
Q2 | $23K | Buy |
+1,716
| New | +$23K | 0.02% | 267 |
|