McDonald Partners’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,672
| Closed | -$134K | – | 242 |
|
|
2023
Q2 | $134K | Sell |
10,672
-2,060
| -16% | -$25.8K | 0.04% | 230 |
|
|
2023
Q1 | $192K | Buy |
12,732
+46
| +0.4% | +$695 | 0.06% | 221 |
|
|
2022
Q4 | $120K | Sell |
12,686
-579
| -4% | -$5.49K | 0.04% | 221 |
|
|
2022
Q3 | $153K | Sell |
13,265
-14,924
| -53% | -$172K | 0.06% | 209 |
|
|
2022
Q2 | $378K | Buy |
+28,189
| New | +$378K | 0.1% | 207 |
|