LWP
Lumature Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1M | Buy |
11,246
+50
| +0.4% | +$4.46K | 0.6% | 40 |
|
|
2023
Q1 | $1.12M | Buy |
11,196
+802
| +8% | +$80.3K | 0.63% | 37 |
|
|
2022
Q4 | $903K | Sell |
10,394
-1,145
| -10% | -$99.5K | 0.5% | 42 |
|
|
2022
Q3 | $1.09M | Sell |
11,539
-240
| -2% | -$22.6K | 0.58% | 36 |
|
|
2022
Q2 | $1.11M | Buy |
11,779
+1,653
| +16% | +$156K | 0.5% | 42 |
|
|
2022
Q1 | $1.39M | Buy |
10,126
+2,947
| +41% | +$404K | 0.56% | 42 |
|
|
2021
Q4 | $1.11M | Buy |
7,179
+514
| +8% | +$79.6K | 0.43% | 53 |
|
|
2021
Q3 | $1.13M | Buy |
6,665
+454
| +7% | +$76.8K | 0.46% | 43 |
|
|
2021
Q2 | $1.09M | Buy |
6,211
+778
| +14% | +$137K | 0.45% | 43 |
|
|
2021
Q1 | $1M | Sell |
5,433
-1,256
| -19% | -$232K | 0.53% | 39 |
|
|
2020
Q4 | $1.21M | Buy |
+6,689
| New | +$1.21M | 1.15% | 17 |
|