NWM
Nicola Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-85,000
| Closed | -$9.48M | – | 115 |
|
|
2020
Q2 | $9.48M | Buy |
85,000
+32,500
| +62% | +$3.62M | 1.31% | 25 |
|
|
2020
Q1 | $5.07M | Buy |
+52,500
| New | +$5.07M | 0.76% | 51 |
|
|
2018
Q2 | – | Sell |
-61,000
| Closed | -$6.13M | – | 102 |
|
|
2018
Q1 | $6.13M | Buy |
+61,000
| New | +$6.13M | 1.23% | 23 |
|