4WM
4J Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,072
| Closed | -$284K | – | 69 |
|
|
2022
Q1 | $284K | Buy |
2,072
+60
| +3% | +$8.22K | 0.25% | 55 |
|
|
2021
Q4 | $312K | Buy |
2,012
+55
| +3% | +$8.53K | 0.26% | 58 |
|
|
2021
Q3 | $331K | Buy |
1,957
+102
| +5% | +$17.3K | 0.29% | 58 |
|
|
2021
Q2 | $326K | Sell |
1,855
-15
| -0.8% | -$2.64K | 0.28% | 58 |
|
|
2021
Q1 | $345K | Sell |
1,870
-42
| -2% | -$7.75K | 0.32% | 54 |
|
|
2020
Q4 | $346K | Buy |
+1,912
| New | +$346K | 0.33% | 53 |
|