Koshinski Asset 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
Q4 | – | Sell |
-12,035
| Closed | -$131K | – | 646 |
|
2023
Q3 | $131K | Sell |
12,035
-639
| -5% | -$6.94K | 0.02% | 549 |
|
2023
Q2 | $159K | Sell |
12,674
-2,347
| -16% | -$29.4K | 0.02% | 576 |
|
2023
Q1 | $227K | Sell |
15,021
-1,288
| -8% | -$19.4K | 0.02% | 503 |
|
2022
Q4 | $155K | Sell |
16,309
-4,424
| -21% | -$41.9K | 0.02% | 576 |
|
2022
Q3 | $238K | Sell |
20,733
-11,137
| -35% | -$128K | 0.03% | 460 |
|
2022
Q2 | $428K | Buy |
+31,870
| New | +$428K | 0.04% | 398 |
|