Financial Engines Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,219
| Closed | -$220K | – | 338 |
|
|
2023
Q3 | $220K | Buy |
20,219
+8,392
| +71% | +$91.1K | ﹤0.01% | 272 |
|
|
2023
Q2 | $148K | Sell |
11,827
-2,615
| -18% | -$32.8K | ﹤0.01% | 279 |
|
|
2023
Q1 | $218K | Buy |
14,442
+2,799
| +24% | +$42.3K | ﹤0.01% | 268 |
|
|
2022
Q4 | $110K | Sell |
11,643
-1,124
| -9% | -$10.7K | ﹤0.01% | 285 |
|
|
2022
Q3 | $146K | Sell |
12,767
-709
| -5% | -$8.11K | ﹤0.01% | 280 |
|
|
2022
Q2 | $180K | Buy |
+13,476
| New | +$180K | ﹤0.01% | 289 |
|