SFPG
Stonebridge Financial Planning Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,209
| Closed | -$303K | – | 114 |
|
|
2022
Q1 | $303K | Buy |
2,209
+71
| +3% | +$9.74K | 0.17% | 89 |
|
|
2021
Q4 | $296K | Sell |
2,138
-300
| -12% | -$41.5K | 0.16% | 97 |
|
|
2021
Q3 | $415K | Sell |
2,438
-380
| -13% | -$64.7K | 0.2% | 87 |
|
|
2021
Q2 | $520K | Buy |
2,818
+1,609
| +133% | +$297K | 0.28% | 73 |
|
|
2021
Q1 | $225K | Sell |
1,209
-100
| -8% | -$18.6K | 0.13% | 103 |
|
|
2020
Q4 | $237K | Buy |
1,309
+75
| +6% | +$13.6K | 0.15% | 96 |
|
|
2020
Q3 | $156K | Sell |
1,234
-83
| -6% | -$10.5K | 0.11% | 104 |
|
|
2020
Q2 | $148K | Hold |
1,317
| – | – | 0.13% | 106 |
|
|
2020
Q1 | $133K | Buy |
1,317
+56
| +4% | +$5.66K | 0.13% | 100 |
|
|
2019
Q4 | $182K | Buy |
+1,261
| New | +$182K | 0.16% | 95 |
|