HGWM
Harvest Group Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-642
| Closed | -$116K | – | 204 |
|
|
2020
Q4 | $116K | Buy |
642
+1
| +0.2% | +$181 | 0.07% | 59 |
|
|
2020
Q3 | $80K | Hold |
641
| – | – | 0.06% | 68 |
|
|
2020
Q2 | $71K | Sell |
641
-327
| -34% | -$36.2K | 0.06% | 66 |
|
|
2020
Q1 | $93K | Hold |
968
| – | – | 0.09% | 56 |
|
|
2019
Q4 | $140K | Sell |
968
-4
| -0.4% | -$579 | 0.12% | 45 |
|
|
2019
Q3 | $127K | Sell |
972
-158
| -14% | -$20.6K | 0.16% | 44 |
|
|
2019
Q2 | $157K | Sell |
1,130
-657
| -37% | -$91.3K | 0.2% | 31 |
|
|
2019
Q1 | $198K | Buy |
+1,787
| New | +$198K | 0.18% | 35 |
|
|
2018
Q1 | – | Sell |
-1,946
| Closed | -$209K | – | 44 |
|
|
2017
Q4 | $209K | Buy |
+1,946
| New | +$209K | 0.13% | 44 |
|