Kelly Financial Services’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 |
-1,499
| Closed | -$11.2K | – | 760 |
|
|
2024
Q2 | $11.2K | Sell |
1,499
-350
| -19% | -$2.6K | ﹤0.01% | 418 |
|
|
2024
Q1 | $16.1K | Hold |
1,849
| – | – | 0.01% | 356 |
|
|
2023
Q4 | $21K | Hold |
1,849
| – | – | 0.01% | 302 |
|
|
2023
Q3 | $20.1K | Sell |
1,849
-24
| -1% | -$261 | 0.01% | 280 |
|
|
2023
Q2 | $23.5K | Sell |
1,873
-29
| -2% | -$364 | 0.01% | 277 |
|
|
2023
Q1 | $28.7K | Hold |
1,902
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $18K | Hold |
1,902
| – | – | 0.01% | 272 |
|
|
2022
Q3 | $21.9K | Sell |
1,902
-52
| -3% | -$598 | 0.01% | 250 |
|
|
2022
Q2 | $26.2K | Buy |
+1,954
| New | +$26.2K | 0.01% | 227 |
|