Dynamic Advisor Solutions’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,476
| Closed | -$111K | – | 911 |
|
|
2024
Q3 | $111K | Buy |
13,476
+1,565
| +13% | +$12.9K | ﹤0.01% | 904 |
|
|
2024
Q2 | $88.6K | Sell |
11,911
-1,883
| -14% | -$14K | ﹤0.01% | 916 |
|
|
2024
Q1 | $120K | Buy |
+13,794
| New | +$120K | ﹤0.01% | 895 |
|
|
2023
Q1 | – | Sell |
-10,004
| Closed | -$94.8K | – | 809 |
|
|
2022
Q4 | $94.8K | Sell |
10,004
-3,836
| -28% | -$36.4K | 0.01% | 694 |
|
|
2022
Q3 | $159K | Buy |
+13,840
| New | +$159K | 0.01% | 641 |
|