FinTrust Capital Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.7K | Buy |
2,872
+271
| +10% | +$2.24K | ﹤0.01% | 766 |
|
|
2024
Q2 | $19.4K | Sell |
2,601
-159
| -6% | -$1.18K | ﹤0.01% | 752 |
|
|
2024
Q1 | $24.1K | Sell |
2,760
-306
| -10% | -$2.67K | ﹤0.01% | 690 |
|
|
2023
Q4 | $34.9K | Buy |
3,066
+1,105
| +56% | +$12.6K | 0.01% | 566 |
|
|
2023
Q3 | $21.3K | Sell |
1,961
-846
| -30% | -$9.19K | ﹤0.01% | 640 |
|
|
2023
Q2 | $26.6K | Hold |
2,807
| – | – | 0.01% | 583 |
|
|
2023
Q1 | $26.6K | Hold |
2,807
| – | – | 0.01% | 582 |
|
|
2022
Q4 | $26.6K | Sell |
2,807
-53
| -2% | -$502 | 0.01% | 582 |
|
|
2022
Q3 | $37K | Sell |
2,860
-602
| -17% | -$7.79K | 0.01% | 568 |
|
|
2022
Q2 | $51K | Buy |
+3,462
| New | +$51K | 0.01% | 523 |
|