LFA
Level Financial Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-259
| Closed | -$2.95K | – | 262 |
|
|
2023
Q4 | $2.95K | Sell |
259
-10
| -4% | -$114 | ﹤0.01% | 229 |
|
|
2023
Q3 | $2.92K | Hold |
269
| – | – | ﹤0.01% | 239 |
|
|
2023
Q2 | $3.37K | Hold |
269
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $4.06K | Sell |
269
-56
| -17% | -$846 | ﹤0.01% | 197 |
|
|
2022
Q4 | $3K | Buy |
325
+56
| +21% | +$517 | ﹤0.01% | 212 |
|
|
2022
Q3 | $3K | Sell |
269
-553
| -67% | -$6.17K | ﹤0.01% | 215 |
|
|
2022
Q2 | $11K | Buy |
+822
| New | +$11K | 0.01% | 185 |
|