PWA
Phoenix Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,170
| Closed | -$288K | – | 112 |
|
|
2022
Q1 | $288K | Hold |
2,170
| – | – | 0.3% | 74 |
|
|
2021
Q4 | $336K | Hold |
2,170
| – | – | 0.25% | 84 |
|
|
2021
Q3 | $367K | Sell |
2,170
-37
| -2% | -$6.26K | 0.27% | 76 |
|
|
2021
Q2 | $383K | Hold |
2,207
| – | – | 0.28% | 78 |
|
|
2021
Q1 | $417K | Hold |
2,207
| – | – | 0.32% | 59 |
|
|
2020
Q4 | $400K | Buy |
+2,207
| New | +$400K | 0.3% | 67 |
|