Global Wealth Management Investment Advisory’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-990
| Closed | -$11.3K | – | 439 |
|
|
2023
Q4 | $11.3K | Sell |
990
-198
| -17% | -$2.25K | ﹤0.01% | 282 |
|
|
2023
Q3 | $12.9K | Sell |
1,188
-465
| -28% | -$5.05K | ﹤0.01% | 279 |
|
|
2023
Q2 | $20.7K | Buy |
+1,653
| New | +$20.7K | 0.01% | 246 |
|
|
2022
Q3 | – | Sell |
-2,198
| Closed | -$29K | – | 475 |
|
|
2022
Q2 | $29K | Buy |
+2,198
| New | +$29K | 0.01% | 216 |
|