Total Clarity Wealth Management’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 |
-17,368
| Closed | -$129K | – | 289 |
|
|
2024
Q2 | $129K | Sell |
17,368
-1,578
| -8% | -$11.7K | 0.04% | 240 |
|
|
2024
Q1 | $165K | Buy |
+18,946
| New | +$165K | 0.06% | 258 |
|
|
2023
Q1 | – | Sell |
-42,734
| Closed | -$405K | – | 249 |
|
|
2022
Q4 | $405K | Buy |
42,734
+20,310
| +91% | +$193K | 0.21% | 121 |
|
|
2022
Q3 | $258K | Buy |
22,424
+20,959
| +1,431% | +$241K | 0.16% | 169 |
|
|
2022
Q2 | $20K | Buy |
+1,465
| New | +$20K | 0.01% | 554 |
|