Milestone Investment Advisors’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
-2,535
Closed -$27.5K 433
2023
Q3
$27.5K Buy
+2,535
New +$27.5K 0.01% 239
2023
Q2
Sell
-3,031
Closed -$45.8K 429
2023
Q1
$45.8K Buy
+3,031
New +$45.8K 0.01% 212