CWP
Curated Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,698
| Closed | -$727K | – | 140 |
|
|
2022
Q1 | $727K | Hold |
4,698
| – | – | 0.25% | 49 |
|
|
2021
Q4 | $727K | Sell |
4,698
-61
| -1% | -$9.44K | 0.24% | 51 |
|
|
2021
Q3 | $805K | Sell |
4,759
-1
| -0% | -$169 | 0.45% | 38 |
|
|
2021
Q2 | $837K | Buy |
4,760
+804
| +20% | +$141K | 0.46% | 35 |
|
|
2021
Q1 | $730K | Buy |
3,956
+556
| +16% | +$103K | 0.45% | 39 |
|
|
2020
Q4 | $616K | Buy |
+3,400
| New | +$616K | 0.4% | 44 |
|