RIA Advisory Group’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
-32,253
Closed -$404K 138
2023
Q2
$404K Buy
32,253
+687
+2% +$8.62K 0.17% 75
2023
Q1
$480K Buy
+31,566
New +$480K 0.22% 66