Jackson Grant Investment Advisers’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 |
-2,907
| Closed | -$21.6K | – | 408 |
|
|
2024
Q2 | $21.6K | Hold |
2,907
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $25.4K | Hold |
2,907
| – | – | 0.01% | 211 |
|
|
2023
Q4 | $33.1K | Sell |
2,907
-650
| -18% | -$7.4K | 0.01% | 196 |
|
|
2023
Q3 | $38.6K | Buy |
3,557
+650
| +22% | +$7.06K | 0.02% | 183 |
|
|
2023
Q2 | $36.5K | Hold |
2,907
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $43.9K | Hold |
2,907
| – | – | 0.02% | 196 |
|
|
2022
Q4 | $27.6K | Sell |
2,907
-548
| -16% | -$5.2K | 0.01% | 233 |
|
|
2022
Q3 | $40K | Sell |
3,455
-22
| -0.6% | -$255 | 0.02% | 199 |
|
|
2022
Q2 | $47K | Buy |
+3,477
| New | +$47K | 0.02% | 188 |
|