BPWA
Beacon Pointe Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.64M | Buy |
11,357
+789
| +7% | +$114K | 0.3% | 65 |
|
|
2019
Q3 | $1.38M | Sell |
10,568
-2,554
| -19% | -$333K | 0.29% | 75 |
|
|
2019
Q2 | $1.83M | Buy |
13,122
+1,096
| +9% | +$153K | 0.39% | 54 |
|
|
2019
Q1 | $1.34M | Sell |
12,026
-3,071
| -20% | -$342K | 0.31% | 69 |
|
|
2018
Q4 | $1.65M | Buy |
+15,097
| New | +$1.65M | 0.6% | 38 |
|