LWP
Legacy Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $215K | Buy |
1,226
+110
| +10% | +$19.3K | 0.12% | 86 |
|
|
2021
Q1 | $206K | Buy |
+1,116
| New | +$206K | 0.12% | 80 |
|
|
2020
Q2 | – | Sell |
-5,897
| Closed | -$570K | – | 101 |
|
|
2020
Q1 | $570K | Buy |
5,897
+1,329
| +29% | +$128K | 0.53% | 34 |
|
|
2019
Q4 | $646K | Buy |
+4,568
| New | +$646K | 0.47% | 46 |
|