Fortis 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
2023
Q2
Sell
-2,050
Closed -$31K 615
2023
Q1
$31K Buy
2,050
+50
+3% +$755 0.02% 349
2022
Q4
$19K Buy
+2,000
New +$19K 0.01% 416