KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,874
| Closed | -$505K | – | 62 |
|
|
2021
Q2 | $505K | Buy |
2,874
+210
| +8% | +$36.9K | 0.2% | 77 |
|
|
2021
Q1 | $492K | Buy |
2,664
+52
| +2% | +$9.6K | 0.26% | 74 |
|
|
2020
Q4 | $473K | Buy |
2,612
+100
| +4% | +$18.1K | 0.28% | 70 |
|
|
2020
Q3 | $312K | Buy |
+2,512
| New | +$312K | 0.23% | 81 |
|