SWS
SYSTM Wealth Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.35K | Sell |
14
-3,455
| -100% | -$332K | 0.04% | 69 |
|
|
2024
Q2 | $344K | Sell |
3,469
-132
| -4% | -$13.1K | 0.08% | 161 |
|
|
2024
Q1 | $441K | Buy |
3,601
+476
| +15% | +$58.2K | 0.06% | 295 |
|
|
2023
Q4 | $283K | Buy |
3,125
+197
| +7% | +$17.8K | 0.04% | 336 |
|
|
2023
Q3 | $237K | Sell |
2,928
-8,927
| -75% | -$724K | 0.04% | 405 |
|
|
2023
Q2 | $1.06M | Buy |
11,855
+94
| +0.8% | +$8.39K | 0.14% | 191 |
|
|
2023
Q1 | $1.18M | Sell |
11,761
-280
| -2% | -$28K | 0.18% | 155 |
|
|
2022
Q4 | $1.05M | Buy |
+12,041
| New | +$1.05M | 0.13% | 199 |
|