MWM
Midwest Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.28M | Buy |
16,633
+494
| +3% | +$67.7K | 1.38% | 21 |
|
|
2021
Q4 | $2.5M | Buy |
16,139
+692
| +4% | +$107K | 1.56% | 17 |
|
|
2021
Q3 | $2.61M | Buy |
15,447
+205
| +1% | +$34.7K | 1.8% | 11 |
|
|
2021
Q2 | $2.68M | Buy |
15,242
+145
| +1% | +$25.5K | 1.91% | 11 |
|
|
2021
Q1 | $2.79M | Buy |
15,097
+140
| +0.9% | +$25.8K | 2.26% | 5 |
|
|
2020
Q4 | $2.71M | Buy |
+14,957
| New | +$2.71M | 2.48% | 7 |
|