AWMS
Advocacy Wealth Management Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-332
| Closed | -$60K | – | 142 |
|
|
2020
Q4 | $60K | Hold |
332
| – | – | 0.01% | 55 |
|
|
2020
Q3 | $41K | Hold |
332
| – | – | 0.01% | 60 |
|
|
2020
Q2 | $37K | Sell |
332
-50
| -13% | -$5.57K | 0.01% | 59 |
|
|
2020
Q1 | $36K | Hold |
382
| – | – | 0.01% | 50 |
|
|
2019
Q4 | $55K | Hold |
382
| – | – | 0.02% | 50 |
|
|
2019
Q3 | $50K | Buy |
382
+132
| +53% | +$17.3K | 0.03% | 46 |
|
|
2019
Q2 | $35K | Hold |
250
| – | – | 0.03% | 50 |
|
|
2019
Q1 | $28K | Sell |
250
-200
| -44% | -$22.4K | 0.03% | 59 |
|
|
2018
Q4 | $49K | Hold |
450
| – | – | 0.04% | 36 |
|
|
2018
Q3 | $53K | Hold |
450
| – | – | 0.03% | 38 |
|
|
2018
Q2 | $47K | Hold |
450
| – | – | 0.03% | 40 |
|
|
2018
Q1 | $45K | Hold |
450
| – | – | 0.03% | 44 |
|
|
2017
Q4 | $48K | Sell |
450
-95
| -17% | -$10.1K | 0.03% | 50 |
|
|
2017
Q3 | $54K | Sell |
545
-30
| -5% | -$2.97K | 0.02% | 63 |
|
|
2017
Q2 | $61K | Sell |
575
-40
| -7% | -$4.24K | 0.02% | 67 |
|
|
2017
Q1 | $70K | Hold |
615
| – | – | 0.02% | 62 |
|
|
2016
Q4 | $64K | Hold |
615
| – | – | 0.02% | 62 |
|
|
2016
Q3 | $57K | Sell |
615
-300
| -33% | -$27.8K | 0.02% | 104 |
|
|
2016
Q2 | $90K | Sell |
915
-4
| -0.4% | -$393 | 0.05% | 101 |
|
|
2016
Q1 | $91K | Buy |
919
+4
| +0.4% | +$396 | 0.06% | 135 |
|
|
2015
Q4 | $96K | Buy |
+915
| New | +$96K | 0.11% | 123 |
|
|
2013
Q3 | $32K | Hold |
495
| – | – | 0.09% | 138 |
|
|
2013
Q2 | $31K | Buy |
+495
| New | +$31K | 0.12% | 110 |
|