Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-54
| Closed | -$472 | – | 238 |
|
|
2024
Q1 | $472 | Hold |
54
| – | – | ﹤0.01% | 250 |
|
|
2023
Q4 | $615 | Buy |
54
+10
| +23% | +$114 | ﹤0.01% | 248 |
|
|
2023
Q3 | $478 | Hold |
44
| – | – | ﹤0.01% | 230 |
|
|
2023
Q2 | $552 | Sell |
44
-138
| -76% | -$1.73K | ﹤0.01% | 226 |
|
|
2023
Q1 | $2.75K | Sell |
182
-20
| -10% | -$302 | ﹤0.01% | 218 |
|
|
2022
Q4 | $1.92K | Hold |
202
| – | – | ﹤0.01% | 239 |
|
|
2022
Q3 | $2K | Buy |
202
+158
| +359% | +$1.56K | ﹤0.01% | 207 |
|
|
2022
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 214 |
|