Schechter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,178
| Closed | -$287K | – | 704 |
|
|
2023
Q4 | $287K | Buy |
25,178
+8,093
| +47% | +$92.1K | 0.02% | 470 |
|
|
2023
Q3 | $186K | Sell |
17,085
-1,035
| -6% | -$11.2K | 0.02% | 551 |
|
|
2023
Q2 | $227K | Buy |
+18,120
| New | +$227K | 0.02% | 559 |
|
|
2022
Q4 | – | Sell |
-10,963
| Closed | -$126K | – | 893 |
|
|
2022
Q3 | $126K | Buy |
+10,963
| New | +$126K | 0.01% | 883 |
|