Gradient Investments’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 | – | Sell |
-4,188
| Closed | -$31.2K | – | 1299 |
|
|
2024
Q2 | $31.2K | Buy |
4,188
+241
| +6% | +$1.79K | ﹤0.01% | 563 |
|
|
2024
Q1 | $34.5K | Sell |
3,947
-7,518
| -66% | -$65.6K | ﹤0.01% | 465 |
|
|
2023
Q4 | $130K | Sell |
11,465
-94
| -0.8% | -$1.07K | ﹤0.01% | 389 |
|
|
2023
Q3 | $126K | Sell |
11,559
-2,437
| -17% | -$26.5K | ﹤0.01% | 361 |
|
|
2023
Q2 | $176K | Buy |
13,996
+624
| +5% | +$7.83K | ﹤0.01% | 339 |
|
|
2023
Q1 | $202K | Sell |
13,372
-36
| -0.3% | -$544 | 0.01% | 290 |
|
|
2022
Q4 | $127K | Sell |
13,408
-1,207
| -8% | -$11.4K | ﹤0.01% | 350 |
|
|
2022
Q3 | $168K | Sell |
14,615
-1,931
| -12% | -$22.2K | 0.01% | 302 |
|
|
2022
Q2 | $222K | Buy |
+16,546
| New | +$222K | 0.01% | 281 |
|