IPW
IronBridge Private Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-599
| Closed | -$93K | – | 96 |
|
|
2021
Q4 | $93K | Buy |
599
+200
| +50% | +$31.1K | 0.05% | 50 |
|
|
2021
Q3 | $67K | Hold |
399
| – | – | 0.04% | 48 |
|
|
2021
Q2 | $70K | Hold |
399
| – | – | 0.04% | 50 |
|
|
2021
Q1 | $74K | Buy |
399
+1
| +0.3% | +$185 | 0.05% | 49 |
|
|
2020
Q4 | $72K | Buy |
+398
| New | +$72K | 0.05% | 44 |
|