Roosevelt Investment Group’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$206K Sell
2022
Q2
$262K Buy
2021
Q1
Sell
2020
Q4
$1.49M Buy
2020
Q3
$986K Sell
2020
Q2
$1.03M Buy
2020
Q1
$745K Buy
2019
Q4
$800K Hold
2019
Q3
$651K Buy