TWA
TCI Wealth Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,963
| Closed | -$90.4K | – | 244 |
|
|
2024
Q3 | $90.4K | Buy |
+10,963
| New | +$90.4K | 0.01% | 240 |
|
|
2024
Q1 | – | Sell |
-10,535
| Closed | -$120K | – | 224 |
|
|
2023
Q4 | $120K | Buy |
+10,535
| New | +$120K | 0.01% | 202 |
|
|
2023
Q3 | – | Sell |
-10,431
| Closed | -$131K | – | 205 |
|
|
2023
Q2 | $131K | Buy |
10,431
+330
| +3% | +$4.14K | 0.02% | 193 |
|
|
2023
Q1 | $153K | Sell |
10,101
-458
| -4% | -$6.92K | 0.02% | 215 |
|
|
2022
Q4 | $100K | Sell |
10,559
-615
| -6% | -$5.83K | 0.01% | 266 |
|
|
2022
Q3 | $129K | Buy |
11,174
+5,784
| +107% | +$66.8K | 0.02% | 207 |
|
|
2022
Q2 | $72K | Buy |
+5,390
| New | +$72K | 0.01% | 298 |
|