MWM
Mattern Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,036
| Closed | -$279K | – | 155 |
|
|
2022
Q1 | $279K | Sell |
2,036
-8,018
| -80% | -$1.1M | 0.09% | 133 |
|
|
2021
Q4 | $1.56M | Buy |
10,054
+51
| +0.5% | +$7.9K | 0.46% | 57 |
|
|
2021
Q3 | $1.69M | Buy |
10,003
+42
| +0.4% | +$7.1K | 0.57% | 46 |
|
|
2021
Q2 | $1.79M | Buy |
9,961
+1,693
| +20% | +$304K | 0.57% | 47 |
|
|
2021
Q1 | $1.53M | Buy |
8,268
+6,528
| +375% | +$1.2M | 0.54% | 51 |
|
|
2020
Q4 | $315K | Buy |
1,740
+2
| +0.1% | +$362 | 0.12% | 130 |
|
|
2020
Q3 | $216K | Sell |
1,738
-90
| -5% | -$11.2K | 0.09% | 137 |
|
|
2020
Q2 | $204K | Sell |
1,828
-1,642
| -47% | -$183K | 0.1% | 134 |
|
|
2020
Q1 | $335K | Buy |
3,470
+866
| +33% | +$83.6K | 0.24% | 92 |
|
|
2019
Q4 | $377K | Buy |
+2,604
| New | +$377K | 0.23% | 103 |
|