KPW
Kore Private Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.03M | Buy |
21,499
+151
| +0.7% | +$14.2K | 0.37% | 55 |
|
|
2022
Q2 | $2.02M | Buy |
21,348
+2,091
| +11% | +$197K | 0.31% | 66 |
|
|
2022
Q1 | $2.64M | Buy |
19,257
+2,933
| +18% | +$402K | 0.33% | 65 |
|
|
2021
Q4 | $2.53M | Sell |
16,324
-1,200
| -7% | -$186K | 0.31% | 64 |
|
|
2021
Q3 | $2.96M | Buy |
17,524
+1,143
| +7% | +$193K | 0.31% | 63 |
|
|
2021
Q2 | $2.88M | Buy |
16,381
+3,099
| +23% | +$545K | 0.32% | 59 |
|
|
2021
Q1 | $2.45M | Sell |
13,282
-1,741
| -12% | -$321K | 0.33% | 58 |
|
|
2020
Q4 | $2.72M | Buy |
15,023
+707
| +5% | +$128K | 0.42% | 50 |
|
|
2020
Q3 | $1.78M | Buy |
14,316
+568
| +4% | +$70.5K | 0.34% | 62 |
|
|
2020
Q2 | $1.53M | Sell |
13,748
-1,361
| -9% | -$152K | 0.31% | 64 |
|
|
2020
Q1 | $1.46M | Buy |
15,109
+5,227
| +53% | +$505K | 0.35% | 63 |
|
|
2019
Q4 | $1.43M | Buy |
9,882
+398
| +4% | +$57.6K | 0.27% | 72 |
|
|
2019
Q3 | $1.23M | Buy |
9,484
+1,433
| +18% | +$186K | 0.28% | 76 |
|
|
2019
Q2 | $1.12M | Buy |
8,051
+818
| +11% | +$114K | 0.25% | 78 |
|
|
2019
Q1 | $803K | Buy |
7,233
+1,626
| +29% | +$181K | 0.18% | 96 |
|
|
2018
Q4 | $620K | Buy |
+5,607
| New | +$620K | 0.17% | 109 |
|