XWM
WBD icon

Xcel Wealth Management’s Warner Bros WBD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,457
Closed -$120K 133
2022
Q3
$120K Sell
10,457
-1,628
-13% -$18.7K 0.04% 118
2022
Q2
$162K Buy
+12,085
New +$162K 0.06% 119