SWM
Selective Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,003
| Closed | -$189K | – | 249 |
|
|
2022
Q3 | $189K | Sell |
2,003
-426
| -18% | -$40.2K | 0.08% | 136 |
|
|
2022
Q2 | $229K | Buy |
2,429
+16
| +0.7% | +$1.51K | 0.08% | 131 |
|
|
2022
Q1 | $331K | Buy |
2,413
+60
| +3% | +$8.23K | 0.12% | 88 |
|
|
2021
Q4 | $364K | Buy |
2,353
+150
| +7% | +$23.2K | 0.15% | 75 |
|
|
2021
Q3 | $373K | Sell |
2,203
-508
| -19% | -$86K | 0.2% | 56 |
|
|
2021
Q2 | $476K | Buy |
2,711
+2,401
| +775% | +$422K | 0.38% | 33 |
|
|
2021
Q1 | $57K | Buy |
310
+150
| +94% | +$27.6K | 0.05% | 117 |
|
|
2020
Q4 | $29K | Buy |
160
+29
| +22% | +$5.26K | 0.02% | 148 |
|
|
2020
Q3 | $16K | Sell |
131
-241
| -65% | -$29.4K | 0.01% | 170 |
|
|
2020
Q2 | $42K | Buy |
372
+125
| +51% | +$14.1K | 0.03% | 120 |
|
|
2020
Q1 | $24K | Buy |
247
+88
| +55% | +$8.55K | 0.04% | 92 |
|
|
2019
Q4 | $23K | Hold |
159
| – | – | 0.03% | 112 |
|
|
2019
Q3 | $20K | Buy |
+159
| New | +$20K | 0.03% | 121 |
|
|
2018
Q3 | $13K | Buy |
+113
| New | +$13K | 0.16% | 74 |
|