PWS
Paragon Wealth Strategies’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-183
| Closed | -$15.9K | – | 88 |
|
2022
Q4 | $15.9K | Hold |
183
| – | – | 0.02% | 116 |
|
2022
Q3 | $17K | Buy |
+183
| New | +$17K | 0.02% | 81 |
|
2021
Q3 | – | Sell |
-222
| Closed | -$39K | – | 105 |
|
2021
Q2 | $39K | Buy |
+222
| New | +$39K | 0.01% | 92 |
|
2019
Q4 | – | Sell |
-3,122
| Closed | -$407K | – | 47 |
|
2019
Q3 | $407K | Sell |
3,122
-39
| -1% | -$5.08K | 0.22% | 34 |
|
2019
Q2 | $441K | Buy |
+3,161
| New | +$441K | 0.24% | 27 |
|