Simplicity Solutions’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.16M | Buy |
102,339
+12,849
| +14% | +$146K | 0.03% | 406 |
|
|
2023
Q3 | $972K | Sell |
89,490
-13,510
| -13% | -$147K | 0.03% | 419 |
|
|
2023
Q2 | $1.29M | Sell |
103,000
-37,335
| -27% | -$468K | 0.04% | 401 |
|
|
2023
Q1 | $2.12M | Buy |
140,335
+30,992
| +28% | +$468K | 0.06% | 298 |
|
|
2022
Q4 | $1.04M | Buy |
109,343
+32,859
| +43% | +$312K | 0.14% | 179 |
|
|
2022
Q3 | $880K | Buy |
76,484
+39,922
| +109% | +$459K | 0.13% | 198 |
|
|
2022
Q2 | $491K | Buy |
+36,562
| New | +$491K | 0.06% | 305 |
|