KCFA
Key Client Fiduciary Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,743
| Closed | -$138K | – | 176 |
|
|
2023
Q3 | $138K | Sell |
12,743
-86
| -0.7% | -$934 | 0.08% | 161 |
|
|
2023
Q2 | $161K | Sell |
12,829
-537
| -4% | -$6.73K | 0.09% | 169 |
|
|
2023
Q1 | $202K | Buy |
13,366
+881
| +7% | +$13.3K | 0.13% | 159 |
|
|
2022
Q4 | $118K | Buy |
+12,485
| New | +$118K | 0.08% | 151 |
|