Financial Advocates Investment Management’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 |
-10,348
| Closed | -$130K | – | 735 |
|
|
2023
Q2 | $130K | Sell |
10,348
-498
| -5% | -$6.25K | 0.01% | 665 |
|
|
2023
Q1 | $164K | Sell |
10,846
-7,897
| -42% | -$119K | 0.01% | 689 |
|
|
2022
Q4 | $178K | Buy |
18,743
+4,771
| +34% | +$45.2K | 0.01% | 696 |
|
|
2022
Q3 | $218K | Sell |
13,972
-5,064
| -27% | -$79K | 0.02% | 643 |
|
|
2022
Q2 | $255K | Buy |
+19,036
| New | +$255K | 0.02% | 554 |
|