Kiley Juergens Wealth Management’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,316
Closed -$201K 75
2023
Q1
$201K Buy
+13,316
New +$201K 0.08% 74
2022
Q4
Sell
-15,444
Closed -$207K 74
2022
Q3
$207K Hold
15,444
0.1% 70
2022
Q2
$207K Buy
+15,444
New +$207K 0.1% 72