LWS
Lucia Wealth Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $955K | Buy |
7,696
+846
| +12% | +$105K | 0.22% | 78 |
|
|
2020
Q2 | $764K | Buy |
6,850
+1,721
| +34% | +$192K | 0.2% | 80 |
|
|
2020
Q1 | $495K | Sell |
5,129
-3,599
| -41% | -$347K | 0.16% | 105 |
|
|
2019
Q4 | $1.26M | Buy |
8,728
+371
| +4% | +$53.6K | 0.39% | 55 |
|
|
2019
Q3 | $1.09M | Buy |
8,357
+136
| +2% | +$17.7K | 0.36% | 54 |
|
|
2019
Q2 | $1.15M | Sell |
8,221
-2,193
| -21% | -$306K | 0.4% | 51 |
|
|
2019
Q1 | $1.16M | Buy |
10,414
+4,399
| +73% | +$488K | 0.4% | 58 |
|
|
2018
Q4 | $660K | Sell |
6,015
-2,622
| -30% | -$288K | 0.31% | 67 |
|
|
2018
Q3 | $1.01M | Sell |
8,637
-956
| -10% | -$112K | 0.31% | 74 |
|
|
2018
Q2 | $1.01M | Buy |
9,593
+2,791
| +41% | +$292K | 0.44% | 54 |
|
|
2018
Q1 | $683K | Buy |
6,802
+1,794
| +36% | +$180K | 0.22% | 92 |
|
|
2017
Q4 | $538K | Buy |
+5,008
| New | +$538K | 0.24% | 76 |
|