WealthPLAN 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
-4,351
Closed -$54.6K 1171
2023
Q2
$54.6K Sell
4,351
-3,263
-43% -$40.9K 0.01% 491
2023
Q1
$115K Buy
+7,614
New +$115K 0.01% 395