Stratos Wealth Advisors’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 |
-10,332
| Closed | -$118K | – | 736 |
|
2023
Q4 | $118K | Buy |
10,332
+327
| +3% | +$3.72K | 0.01% | 660 |
|
2023
Q3 | $109K | Buy |
+10,005
| New | +$109K | 0.01% | 647 |
|
2022
Q4 | – | Sell |
-10,222
| Closed | -$118K | – | 589 |
|
2022
Q3 | $118K | Sell |
10,222
-5,294
| -34% | -$61.1K | 0.01% | 483 |
|
2022
Q2 | $208K | Buy |
+15,516
| New | +$208K | 0.02% | 486 |
|