Strategic Wealth Investment Group’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 |
-50,185
| Closed | -$356K | – | 148 |
|
|
2024
Q2 | $356K | Buy |
+50,185
| New | +$356K | 0.05% | 99 |
|
|
2023
Q1 | – | Sell |
-11,681
| Closed | -$147K | – | 142 |
|
|
2022
Q4 | $147K | Sell |
11,681
-1,139
| -9% | -$14.3K | 0.03% | 114 |
|
|
2022
Q3 | $147K | Sell |
12,820
-622
| -5% | -$7.13K | 0.04% | 106 |
|
|
2022
Q2 | $180K | Buy |
+13,442
| New | +$180K | 0.05% | 128 |
|