PFA
Plotkin Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,073
| Closed | -$208K | – | 81 |
|
|
2023
Q1 | $208K | Buy |
+2,073
| New | +$208K | 0.19% | 68 |
|
|
2022
Q2 | – | Sell |
-1,873
| Closed | -$257K | – | 71 |
|
|
2022
Q1 | $257K | Buy |
1,873
+43
| +2% | +$5.9K | 0.18% | 67 |
|
|
2021
Q4 | $284K | Buy |
1,830
+29
| +2% | +$4.49K | 0.18% | 67 |
|
|
2021
Q3 | $305K | Buy |
1,801
+81
| +5% | +$13.7K | 0.18% | 72 |
|
|
2021
Q2 | $302K | Buy |
1,720
+622
| +57% | +$109K | 0.17% | 74 |
|
|
2021
Q1 | $203K | Buy |
+1,098
| New | +$203K | 0.12% | 79 |
|
|
2020
Q3 | – | Sell |
-1,946
| Closed | -$217K | – | 64 |
|
|
2020
Q2 | $217K | Buy |
+1,946
| New | +$217K | 0.18% | 56 |
|
|
2020
Q1 | – | Sell |
-1,419
| Closed | -$205K | – | 56 |
|
|
2019
Q4 | $205K | Buy |
+1,419
| New | +$205K | 0.19% | 63 |
|