Marcum Wealth’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 |
-10,857
| Closed | -$164K | – | 403 |
|
|
2023
Q1 | $164K | Buy |
+10,857
| New | +$164K | 0.02% | 330 |
|
|
2022
Q4 | – | Sell |
-12,234
| Closed | -$141K | – | 402 |
|
|
2022
Q3 | $141K | Sell |
12,234
-289
| -2% | -$3.33K | 0.02% | 307 |
|
|
2022
Q2 | $168K | Buy |
+12,523
| New | +$168K | 0.03% | 302 |
|