Drive Wealth Management’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 | – | Sell |
-11,029
| Closed | -$126K | – | 341 |
|
|
2023
Q4 | $126K | Sell |
11,029
-1,500
| -12% | -$17.1K | 0.04% | 290 |
|
|
2023
Q3 | $136K | Buy |
+12,529
| New | +$136K | 0.05% | 251 |
|
|
2023
Q2 | – | Sell |
-12,117
| Closed | -$183K | – | 319 |
|
|
2023
Q1 | $183K | Buy |
+12,117
| New | +$183K | 0.08% | 260 |
|