Tilia Fiduciary Partners’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,219
| Closed | -$15.3K | – | 500 |
|
|
2023
Q2 | $15.3K | Sell |
1,219
-16
| -1% | -$201 | 0.01% | 329 |
|
|
2023
Q1 | $18.6K | Buy |
1,235
+16
| +1% | +$242 | 0.02% | 307 |
|
|
2022
Q4 | $11.6K | Hold |
1,219
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $14K | Hold |
1,219
| – | – | 0.01% | 340 |
|
|
2022
Q2 | $17K | Buy |
+1,219
| New | +$17K | 0.02% | 325 |
|