FP
Fiduciary Planning’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,957
| Closed | -$458K | – | 42 |
|
|
2021
Q4 | $458K | Sell |
2,957
-4,583
| -61% | -$710K | 0.26% | 36 |
|
|
2021
Q3 | $1.28M | Sell |
7,540
-415
| -5% | -$70.2K | 0.68% | 16 |
|
|
2021
Q2 | $1.4M | Sell |
7,955
-3,347
| -30% | -$588K | 1.21% | 18 |
|
|
2021
Q1 | $2.09M | Sell |
11,302
-833
| -7% | -$154K | 3.15% | 7 |
|
|
2020
Q4 | $2.2M | Buy |
12,135
+395
| +3% | +$71.6K | 3.1% | 6 |
|
|
2020
Q3 | $1.46M | Buy |
11,740
+609
| +5% | +$75.6K | 2.4% | 15 |
|
|
2020
Q2 | $1.3M | Buy |
11,131
+1,050
| +10% | +$123K | 2.87% | 10 |
|
|
2020
Q1 | $974K | Buy |
+10,081
| New | +$974K | 1.83% | 19 |
|