BFWA
Benchmark Financial Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,380
| Closed | -$238K | – | 72 |
|
|
2023
Q1 | $238K | Sell |
2,380
-367
| -13% | -$36.7K | 0.12% | 61 |
|
|
2022
Q4 | $239K | Buy |
2,747
+91
| +3% | +$7.91K | 0.13% | 63 |
|
|
2022
Q3 | $251K | Buy |
2,656
+348
| +15% | +$32.9K | 0.15% | 58 |
|
|
2022
Q2 | $218K | Sell |
2,308
-481
| -17% | -$45.4K | 0.11% | 64 |
|
|
2022
Q1 | $383K | Sell |
2,789
-29
| -1% | -$3.98K | 0.16% | 47 |
|
|
2021
Q4 | $437K | Sell |
2,818
-129
| -4% | -$20K | 0.18% | 41 |
|
|
2021
Q3 | $499K | Buy |
2,947
+211
| +8% | +$35.7K | 0.24% | 38 |
|
|
2021
Q2 | $481K | Sell |
2,736
-486
| -15% | -$85.4K | 0.23% | 42 |
|
|
2021
Q1 | $594K | Buy |
3,222
+512
| +19% | +$94.4K | 0.32% | 32 |
|
|
2020
Q4 | $491K | Sell |
2,710
-170
| -6% | -$30.8K | 0.27% | 36 |
|
|
2020
Q3 | $357K | Sell |
2,880
-233
| -7% | -$28.9K | 0.23% | 37 |
|
|
2020
Q2 | $347K | Buy |
3,113
+959
| +45% | +$107K | 0.26% | 36 |
|
|
2020
Q1 | $208K | Buy |
2,154
+12
| +0.6% | +$1.16K | 0.21% | 35 |
|
|
2019
Q4 | $310K | Buy |
2,142
+15
| +0.7% | +$2.17K | 0.26% | 29 |
|
|
2019
Q3 | $277K | Buy |
2,127
+149
| +8% | +$19.4K | 0.27% | 29 |
|
|
2019
Q2 | $276K | Buy |
+1,978
| New | +$276K | 0.27% | 29 |
|