OWA
Outlook Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,804
| Closed | -$331K | – | 183 |
|
|
2022
Q4 | $331K | Buy |
+3,804
| New | +$331K | 0.16% | 126 |
|
|
2022
Q2 | – | Sell |
-1,678
| Closed | -$230K | – | 193 |
|
|
2022
Q1 | $230K | Sell |
1,678
-4,245
| -72% | -$582K | 0.08% | 184 |
|
|
2021
Q4 | $917K | Buy |
5,923
+2,101
| +55% | +$325K | 0.27% | 85 |
|
|
2021
Q3 | $647K | Buy |
3,822
+2,275
| +147% | +$385K | 0.21% | 116 |
|
|
2021
Q2 | $272K | Buy |
1,547
+8
| +0.5% | +$1.41K | 0.09% | 185 |
|
|
2021
Q1 | $284K | Sell |
1,539
-8
| -0.5% | -$1.48K | 0.1% | 171 |
|
|
2020
Q4 | $280K | Sell |
1,547
-91
| -6% | -$16.5K | 0.1% | 159 |
|
|
2020
Q3 | $203K | Buy |
+1,638
| New | +$203K | 0.08% | 161 |
|
|
2020
Q2 | – | Sell |
-4,684
| Closed | -$453K | – | 166 |
|
|
2020
Q1 | $453K | Buy |
4,684
+1,318
| +39% | +$127K | 0.26% | 84 |
|
|
2019
Q4 | $489K | Sell |
3,366
-1,343
| -29% | -$195K | 0.28% | 64 |
|
|
2019
Q3 | $613K | Buy |
4,709
+28
| +0.6% | +$3.65K | 0.37% | 58 |
|
|
2019
Q2 | $654K | Buy |
+4,681
| New | +$654K | 0.43% | 58 |
|
|
2019
Q1 | – | Sell |
-189
| Closed | -$207K | – | 152 |
|
|
2018
Q4 | $207K | Buy |
+189
| New | +$207K | 0.09% | 167 |
|