Sage Capital 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
Q3 | – | Sell |
-34,397
| Closed | -$431K | – | 128 |
|
|
2023
Q2 | $431K | Sell |
34,397
-67
| -0.2% | -$840 | 0.15% | 84 |
|
|
2023
Q1 | $520K | Sell |
34,464
-3,207
| -9% | -$48.4K | 0.2% | 74 |
|
|
2022
Q4 | $357K | Sell |
37,671
-609
| -2% | -$5.77K | 0.16% | 88 |
|
|
2022
Q3 | $440K | Buy |
+38,280
| New | +$440K | 0.22% | 71 |
|