Worth Asset Management’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 |
-1,560
| Closed | -$19.6K | – | 428 |
|
|
2023
Q2 | $19.6K | Buy |
1,560
+500
| +47% | +$6.27K | 0.01% | 245 |
|
|
2023
Q1 | $16K | Buy |
1,060
+600
| +130% | +$9.06K | 0.01% | 282 |
|
|
2022
Q4 | $4.36K | Hold |
460
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $5K | Sell |
460
-1,122
| -71% | -$12.2K | ﹤0.01% | 357 |
|
|
2022
Q2 | $21K | Sell |
1,582
-791
| -33% | -$10.5K | 0.01% | 292 |
|
|
2022
Q1 | $41K | Buy |
+2,373
| New | +$41K | 0.03% | 231 |
|