RWA
RGT Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,455
| Closed | -$225K | – | 165 |
|
|
2021
Q4 | $225K | Buy |
1,455
+101
| +7% | +$15.6K | 0.03% | 82 |
|
|
2021
Q3 | $229K | Sell |
1,354
-1,861
| -58% | -$315K | 0.05% | 47 |
|
|
2021
Q2 | $565K | Sell |
3,215
-25
| -0.8% | -$4.39K | 0.1% | 26 |
|
|
2021
Q1 | $598K | Sell |
3,240
-130
| -4% | -$24K | 0.12% | 23 |
|
|
2020
Q4 | $611K | Sell |
3,370
-3,580
| -52% | -$649K | 0.13% | 22 |
|
|
2020
Q3 | $862K | Buy |
6,950
+114
| +2% | +$14.1K | 0.22% | 12 |
|
|
2020
Q2 | $762K | Sell |
6,836
-389
| -5% | -$43.4K | 0.22% | 12 |
|
|
2020
Q1 | $698K | Sell |
7,225
-6
| -0.1% | -$580 | 0.45% | 11 |
|
|
2019
Q4 | $1.05M | Sell |
7,231
-34
| -0.5% | -$4.92K | 3.15% | 10 |
|
|
2019
Q3 | $947K | Sell |
7,265
-28
| -0.4% | -$3.65K | 2.75% | 12 |
|
|
2019
Q2 | $1.02M | Buy |
7,293
+2,177
| +43% | +$304K | 3.21% | 10 |
|
|
2019
Q1 | $568K | Buy |
5,116
+116
| +2% | +$12.9K | 3.27% | 11 |
|
|
2018
Q4 | $548K | Sell |
5,000
-730
| -13% | -$80K | 3.26% | 11 |
|
|
2018
Q3 | $670K | Sell |
5,730
-62
| -1% | -$7.25K | 2.27% | 11 |
|
|
2018
Q2 | $607K | Sell |
5,792
-1,409
| -20% | -$148K | 1.95% | 10 |
|
|
2018
Q1 | $723K | Buy |
7,201
+80
| +1% | +$8.03K | 0.35% | 34 |
|
|
2017
Q4 | $766K | Buy |
7,121
+289
| +4% | +$31.1K | 0.41% | 32 |
|
|
2017
Q3 | $673K | Sell |
6,832
-1,125
| -14% | -$111K | 0.45% | 30 |
|
|
2017
Q2 | $845K | Buy |
7,957
+71
| +0.9% | +$7.54K | 0.58% | 27 |
|
|
2017
Q1 | $894K | Buy |
7,886
+3,227
| +69% | +$366K | 0.61% | 23 |
|
|
2016
Q4 | $486K | Buy |
4,659
+200
| +4% | +$20.9K | 0.27% | 46 |
|
|
2016
Q3 | $414K | Buy |
+4,459
| New | +$414K | 0.26% | 55 |
|