Everett Harris & Co’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 |
-12,974
| Closed | -$163K | – | 261 |
|
|
2023
Q2 | $163K | Sell |
12,974
-26,075
| -67% | -$327K | ﹤0.01% | 249 |
|
|
2023
Q1 | $590K | Sell |
39,049
-3,148
| -7% | -$47.5K | 0.01% | 162 |
|
|
2022
Q4 | $400K | Sell |
42,197
-7,095
| -14% | -$67.3K | 0.01% | 190 |
|
|
2022
Q3 | $567K | Buy |
49,292
+304
| +0.6% | +$3.5K | 0.01% | 156 |
|
|
2022
Q2 | $657K | Buy |
+48,988
| New | +$657K | 0.01% | 152 |
|