NIWA
New Insight Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,351
| Closed | -$226K | – | 91 |
|
|
2024
Q3 | $226K | Sell |
2,351
-47
| -2% | -$4.52K | 0.12% | 82 |
|
|
2024
Q2 | $238K | Buy |
2,398
+31
| +1% | +$3.08K | 0.14% | 74 |
|
|
2024
Q1 | $290K | Sell |
2,367
-11
| -0.5% | -$1.35K | 0.18% | 62 |
|
|
2023
Q4 | $215K | Buy |
+2,378
| New | +$215K | 0.14% | 74 |
|