BWM
Biltmore Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,562
| Closed | -$242K | – | 48 |
|
|
2022
Q2 | $242K | Sell |
2,562
-357
| -12% | -$33.7K | 0.11% | 43 |
|
|
2022
Q1 | $400K | Buy |
2,919
+100
| +4% | +$13.7K | 0.16% | 41 |
|
|
2021
Q4 | $437K | Sell |
2,819
-252
| -8% | -$39.1K | 0.16% | 41 |
|
|
2021
Q3 | $520K | Buy |
3,071
+152
| +5% | +$25.7K | 0.21% | 39 |
|
|
2021
Q2 | $513K | Buy |
2,919
+130
| +5% | +$22.8K | 0.21% | 38 |
|
|
2021
Q1 | $515K | Buy |
+2,789
| New | +$515K | 0.22% | 36 |
|