Veritable’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 |
-33,311
| Closed | -$418K | – | 823 |
|
|
2023
Q2 | $418K | Buy |
33,311
+967
| +3% | +$12.1K | 0.01% | 591 |
|
|
2023
Q1 | $488K | Buy |
32,344
+2,985
| +10% | +$45.1K | 0.01% | 542 |
|
|
2022
Q4 | $278K | Sell |
29,359
-2,029
| -6% | -$19.2K | ﹤0.01% | 679 |
|
|
2022
Q3 | $361K | Sell |
31,388
-9,326
| -23% | -$107K | 0.01% | 575 |
|
|
2022
Q2 | $546K | Buy |
+40,714
| New | +$546K | 0.01% | 514 |
|