Wealthspire Advisors (Maryland)’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,058
Closed -$29K 2066
2019
Q1
$29K Buy
1,058
+122
+13% +$3.39K ﹤0.01% 1129
2018
Q4
$23K Sell
936
-29
-3% -$883 ﹤0.01% 1156
2018
Q3
$31K Buy
965
+222
+30% +$6.25K ﹤0.01% 1136
2018
Q2
$20K Buy
743
+207
+39% +$4.93K ﹤0.01% 1319
2018
Q1
$11K Sell
536
-821
-61% -$19.5K ﹤0.01% 1546
2017
Q4
$30K Buy
1,357
+443
+48% +$8.65K ﹤0.01% 1196
2017
Q3
$19K Buy
914
+179
+24% +$4.21K ﹤0.01% 1317
2017
Q2
$19K Buy
735
+184
+33% +$4.98K ﹤0.01% 1293
2017
Q1
$16K Buy
551
+79
+17% +$2.21K ﹤0.01% 1169
2016
Q4
$13K Buy
472
+26
+6% +$705 ﹤0.01% 1144
2016
Q3
$12K Buy
446
+184
+70% +$4.72K ﹤0.01% 1209
2016
Q2
$7K Buy
262
+4
+2% +$109 ﹤0.01% 1281
2016
Q1
$7K Buy
258
+67
+35% +$1.79K ﹤0.01% 1269
2015
Q4
$5K Buy
+191
New +$5.52K ﹤0.01% 1371

Other funds holding WBD