Safeguard Financial’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 |
-5,361
| Closed | -$67K | – | 554 |
|
|
2023
Q2 | $67K | Buy |
+5,361
| New | +$67K | 0.03% | 127 |
|
|
2023
Q1 | – | Sell |
-10,940
| Closed | -$104K | – | 79 |
|
|
2022
Q4 | $104K | Sell |
10,940
-40,955
| -79% | -$389K | 0.07% | 66 |
|
|
2022
Q3 | $597K | Sell |
51,895
-369
| -0.7% | -$4.25K | 0.55% | 30 |
|
|
2022
Q2 | $701K | Buy |
+52,264
| New | +$701K | 0.84% | 23 |
|