BWCS
Beirne Wealth Consulting Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,347
| Closed | -$559K | – | 101 |
|
|
2022
Q4 | $559K | Buy |
+10,347
| New | +$559K | 0.28% | 50 |
|
|
2021
Q4 | – | Sell |
-1,526
| Closed | -$258K | – | 105 |
|
|
2021
Q3 | $258K | Hold |
1,526
| – | – | 0.15% | 82 |
|
|
2021
Q2 | $268K | Sell |
1,526
-802
| -34% | -$141K | 0.15% | 84 |
|
|
2021
Q1 | $430K | Sell |
2,328
-1,557
| -40% | -$288K | 0.25% | 52 |
|
|
2020
Q4 | $704K | Sell |
3,885
-448
| -10% | -$81.2K | 0.35% | 56 |
|
|
2020
Q3 | $538K | Buy |
+4,333
| New | +$538K | 0.31% | 63 |
|
|
2019
Q2 | – | Sell |
-1,841
| Closed | -$204K | – | 148 |
|
|
2019
Q1 | $204K | Buy |
+1,841
| New | +$204K | 0.16% | 171 |
|