Lucia Wealth Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $955K | Buy |
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|
2020
Q2 | $764K | Buy |
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|
2020
Q1 | $495K | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $660K | Sell |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $683K | Buy |
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|
2017
Q4 | $538K | Buy |
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