Simplicity Wealth’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,029
Closed -$104K 1210
2024
Q2
$104K Sell
14,029
-36,602
-72% -$272K ﹤0.01% 1172
2024
Q1
$442K Buy
+50,631
New +$442K 0.01% 782