Tradition 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
Q1 | – | Sell |
-1,143
| Closed | -$13K | – | 1182 |
|
2023
Q4 | $13K | Sell |
1,143
-20
| -2% | -$227 | ﹤0.01% | 952 |
|
2023
Q3 | $13K | Sell |
1,163
-80
| -6% | -$894 | ﹤0.01% | 956 |
|
2023
Q2 | $16K | Sell |
1,243
-47
| -4% | -$605 | ﹤0.01% | 932 |
|
2023
Q1 | $19K | Buy |
1,290
+20
| +2% | +$295 | ﹤0.01% | 848 |
|
2022
Q4 | $12K | Sell |
1,270
-963
| -43% | -$9.1K | ﹤0.01% | 871 |
|
2022
Q3 | $26K | Sell |
2,233
-537
| -19% | -$6.25K | ﹤0.01% | 701 |
|
2022
Q2 | $37K | Buy |
+2,770
| New | +$37K | 0.01% | 524 |
|