PFA
Paradigm Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $837K | Sell |
5,404
-192
| -3% | -$29.7K | 0.18% | 85 |
|
|
2021
Q3 | $947K | Buy |
5,596
+346
| +7% | +$58.6K | 0.22% | 86 |
|
|
2021
Q2 | $923K | Buy |
5,250
+45
| +0.9% | +$7.91K | 0.21% | 89 |
|
|
2021
Q1 | $960K | Buy |
5,205
+315
| +6% | +$58.1K | 0.23% | 82 |
|
|
2020
Q4 | $886K | Sell |
4,890
-716
| -13% | -$130K | 0.24% | 76 |
|
|
2020
Q3 | $696K | Sell |
5,606
-2,420
| -30% | -$300K | 0.2% | 68 |
|
|
2020
Q2 | $895K | Buy |
8,026
+340
| +4% | +$37.9K | 0.28% | 57 |
|
|
2020
Q1 | $742K | Buy |
7,686
+1,053
| +16% | +$102K | 0.28% | 62 |
|
|
2019
Q4 | $959K | Buy |
6,633
+4,527
| +215% | +$655K | 0.33% | 58 |
|
|
2019
Q3 | $274K | Buy |
2,106
+57
| +3% | +$7.42K | 0.11% | 96 |
|
|
2019
Q2 | $286K | Sell |
2,049
-54
| -3% | -$7.54K | 0.11% | 94 |
|
|
2019
Q1 | $233K | Buy |
+2,103
| New | +$233K | 0.09% | 103 |
|
|
2017
Q4 | – | Sell |
-2,090
| Closed | -$206K | – | 110 |
|
|
2017
Q3 | $206K | Buy |
+2,090
| New | +$206K | 0.1% | 103 |
|
|
2017
Q2 | – | Sell |
-1,810
| Closed | -$205K | – | 108 |
|
|
2017
Q1 | $205K | Buy |
+1,810
| New | +$205K | 0.11% | 104 |
|
|
2014
Q2 | – | Sell |
-912
| Closed | -$73K | – | 107 |
|
|
2014
Q1 | $73K | Sell |
912
-590
| -39% | -$47.2K | 0.07% | 104 |
|
|
2013
Q4 | $115K | Buy |
+1,502
| New | +$115K | 0.11% | 95 |
|