SWA
Sutton Wealth Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.12K | Sell |
748
-64
| -8% | -$695 | ﹤0.01% | 512 |
|
|
2023
Q2 | $10.2K | Sell |
812
-118
| -13% | -$1.48K | ﹤0.01% | 453 |
|
|
2023
Q1 | $14K | Sell |
930
-4,766
| -84% | -$72K | 0.01% | 359 |
|
|
2022
Q4 | $54K | Sell |
5,696
-1,118
| -16% | -$10.6K | 0.02% | 368 |
|
|
2022
Q3 | $78.4K | Buy |
6,814
+415
| +6% | +$4.77K | 0.03% | 284 |
|
|
2022
Q2 | $85.9K | Buy |
6,399
+6,341
| +10,933% | +$85.1K | 0.03% | 261 |
|
|
2022
Q1 | $1.45K | Sell |
58
-5
| -8% | -$125 | ﹤0.01% | 1249 |
|
|
2021
Q4 | $1.48K | Buy |
+63
| New | +$1.48K | ﹤0.01% | 1246 |
|
|
2016
Q3 | – | Sell |
-6
| Closed | -$151 | – | 1068 |
|
|
2016
Q2 | $151 | Hold |
6
| – | – | ﹤0.01% | 1017 |
|
|
2016
Q1 | $172 | Buy |
+6
| New | +$172 | ﹤0.01% | 1006 |
|