Finer 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
2023
Q1
Sell
-10,875
Closed -$103K 84
2022
Q4
$103K Sell
10,875
-10,969
-50% -$104K 0.1% 77
2022
Q3
$251K Sell
21,844
-3,112
-12% -$35.8K 0.25% 70
2022
Q2
$335K Buy
+24,956
New +$335K 0.31% 65