SeaCrest Wealth Management’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 |
-27,072
| Closed | -$303K | – | 658 |
|
|
2023
Q4 | $303K | Sell |
27,072
-7,439
| -22% | -$83.3K | 0.04% | 446 |
|
|
2023
Q3 | $375K | Sell |
34,511
-3,947
| -10% | -$42.9K | 0.05% | 386 |
|
|
2023
Q2 | $482K | Sell |
38,458
-1,313
| -3% | -$16.5K | 0.06% | 330 |
|
|
2023
Q1 | $601K | Sell |
39,771
-2,944
| -7% | -$44.5K | 0.08% | 278 |
|
|
2022
Q4 | $405K | Sell |
42,715
-3,032
| -7% | -$28.7K | 0.06% | 374 |
|
|
2022
Q3 | $526K | Sell |
45,747
-35,074
| -43% | -$403K | 0.08% | 287 |
|
|
2022
Q2 | $1.09M | Buy |
+80,821
| New | +$1.09M | 0.14% | 160 |
|