Silver Oak Securities’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,989
| Closed | -$181K | – | 491 |
|
|
2023
Q1 | $181K | Buy |
11,989
+74
| +0.6% | +$1.12K | 0.03% | 384 |
|
|
2022
Q4 | $113K | Buy |
+11,915
| New | +$113K | 0.02% | 295 |
|
|
2022
Q3 | – | Sell |
-12,486
| Closed | -$183K | – | 509 |
|
|
2022
Q2 | $183K | Buy |
+12,486
| New | +$183K | 0.04% | 268 |
|