APW
Acima Private Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$142K | – | 230 |
|
|
2022
Q2 | $142K | Hold |
1,500
| – | – | 0.07% | 133 |
|
|
2022
Q1 | $206K | Hold |
1,500
| – | – | 0.1% | 123 |
|
|
2021
Q4 | $232K | Hold |
1,500
| – | – | 0.1% | 122 |
|
|
2021
Q3 | $254K | Hold |
1,500
| – | – | 0.12% | 114 |
|
|
2021
Q2 | $264K | Hold |
1,500
| – | – | 0.12% | 114 |
|
|
2021
Q1 | $277K | Sell |
1,500
-200
| -12% | -$36.9K | 0.14% | 110 |
|
|
2020
Q4 | $308K | Sell |
1,700
-230
| -12% | -$41.7K | 0.16% | 97 |
|
|
2020
Q3 | $239K | Sell |
1,930
-183
| -9% | -$22.7K | 0.14% | 102 |
|
|
2020
Q2 | $236K | Hold |
2,113
| – | – | 0.15% | 108 |
|
|
2020
Q1 | $204K | Hold |
2,113
| – | – | 0.16% | 109 |
|
|
2019
Q4 | $306K | Hold |
2,113
| – | – | 0.21% | 104 |
|
|
2019
Q3 | $275K | Hold |
2,113
| – | – | 0.21% | 104 |
|
|
2019
Q2 | $295K | Hold |
2,113
| – | – | 0.23% | 94 |
|
|
2019
Q1 | $235K | Sell |
2,113
-15
| -0.7% | -$1.67K | 0.2% | 106 |
|
|
2018
Q4 | $233K | Buy |
+2,128
| New | +$233K | 0.23% | 99 |
|