Lifeworks Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,381
| Closed | -$118K | – | 233 |
|
|
2023
Q4 | $118K | Sell |
10,381
-751
| -7% | -$8.55K | 0.04% | 196 |
|
|
2023
Q3 | $121K | Sell |
11,132
-3,038
| -21% | -$33K | 0.05% | 181 |
|
|
2023
Q2 | $178K | Sell |
14,170
-14,983
| -51% | -$188K | 0.08% | 154 |
|
|
2023
Q1 | $440K | Buy |
29,153
+10,367
| +55% | +$157K | 0.21% | 109 |
|
|
2022
Q4 | $178K | Sell |
18,786
-8,661
| -32% | -$82.1K | 0.1% | 112 |
|
|
2022
Q3 | $357K | Buy |
27,447
+10,615
| +63% | +$138K | 0.2% | 93 |
|
|
2022
Q2 | $226K | Buy |
+16,832
| New | +$226K | 0.14% | 125 |
|