LWP
Legacy Wealth Planning’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,502
| Closed | -$236K | – | 87 |
|
|
2022
Q2 | $236K | Buy |
2,502
+575
| +30% | +$54.2K | 0.34% | 70 |
|
|
2022
Q1 | $264K | Hold |
1,927
| – | – | 0.31% | 68 |
|
|
2021
Q4 | $298K | Sell |
1,927
-329
| -15% | -$50.9K | 0.34% | 61 |
|
|
2021
Q3 | $382K | Hold |
2,256
| – | – | 0.43% | 51 |
|
|
2021
Q2 | $397K | Sell |
2,256
-190
| -8% | -$33.4K | 0.45% | 51 |
|
|
2021
Q1 | $451K | Buy |
2,446
+78
| +3% | +$14.4K | 0.58% | 43 |
|
|
2020
Q4 | $429K | Buy |
2,368
+16
| +0.7% | +$2.9K | 0.55% | 39 |
|
|
2020
Q3 | $292K | Buy |
2,352
+400
| +20% | +$49.7K | 0.33% | 54 |
|
|
2020
Q2 | $218K | Buy |
+1,952
| New | +$218K | 0.26% | 65 |
|
|
2020
Q1 | – | Sell |
-1,820
| Closed | -$263K | – | 77 |
|
|
2019
Q4 | $263K | Buy |
+1,820
| New | +$263K | 0.3% | 59 |
|