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LVZ Inc’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,946
Closed -$392K 151
2024
Q2
$392K Buy
3,946
+10
+0.3% +$993 0.05% 84
2024
Q1
$482K Sell
3,936
-526
-12% -$64.4K 0.07% 71
2023
Q4
$403K Buy
4,462
+57
+1% +$5.15K 0.06% 84
2023
Q3
$357K Sell
4,405
-1,033
-19% -$83.7K 0.06% 75
2023
Q2
$486K Buy
+5,438
New +$486K 0.07% 75