PS
Planned Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-582
| Closed | -$56K | – | 240 |
|
|
2024
Q3 | $56K | Buy |
+582
| New | +$56K | 0.02% | 289 |
|
|
2024
Q1 | – | Sell |
-285
| Closed | -$25.7K | – | 204 |
|
|
2023
Q4 | $25.7K | Buy |
+285
| New | +$25.7K | 0.01% | 354 |
|
|
2021
Q1 | – | Sell |
-110
| Closed | -$20K | – | 148 |
|
|
2020
Q4 | $20K | Sell |
110
-589
| -84% | -$107K | 0.02% | 284 |
|
|
2020
Q3 | $87K | Buy |
+699
| New | +$87K | 0.09% | 88 |
|