DWA
Dougherty Wealth Advisers’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-252
| Closed | -$39K | – | 132 |
|
|
2021
Q4 | $39K | Hold |
252
| – | – | 0.05% | 107 |
|
|
2021
Q3 | $43K | Hold |
252
| – | – | 0.06% | 101 |
|
|
2021
Q2 | $44K | Hold |
252
| – | – | 0.07% | 101 |
|
|
2021
Q1 | $46K | Hold |
252
| – | – | 0.07% | 99 |
|
|
2020
Q4 | $46K | Hold |
252
| – | – | 0.07% | 103 |
|
|
2020
Q3 | $31K | Sell |
252
-25
| -9% | -$3.08K | 0.11% | 117 |
|
|
2020
Q2 | $31K | Hold |
277
| – | – | 0.11% | 122 |
|
|
2020
Q1 | $27K | Hold |
277
| – | – | 0.11% | 124 |
|
|
2019
Q4 | $40K | Hold |
277
| – | – | 0.12% | 126 |
|
|
2019
Q3 | $36K | Sell |
277
-600
| -68% | -$78K | 0.12% | 128 |
|
|
2019
Q2 | $122K | Buy |
877
+600
| +217% | +$83.5K | 0.34% | 58 |
|
|
2019
Q1 | $31K | Hold |
277
| – | – | 0.11% | 135 |
|
|
2018
Q4 | $31K | Buy |
+277
| New | +$31K | 0.1% | 140 |
|