Western 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 |
-10,375
| Closed | -$118K | – | 731 |
|
|
2023
Q4 | $118K | Sell |
10,375
-406
| -4% | -$4.62K | 0.01% | 678 |
|
|
2023
Q3 | $117K | Buy |
+10,781
| New | +$117K | 0.01% | 634 |
|
|
2022
Q4 | – | Sell |
-27,437
| Closed | -$314K | – | 801 |
|
|
2022
Q3 | $314K | Buy |
27,437
+469
| +2% | +$5.37K | 0.02% | 621 |
|
|
2022
Q2 | $356K | Buy |
+26,968
| New | +$356K | 0.02% | 561 |
|