TFP
Tilia Fiduciary Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,236
| Closed | -$200K | – | 197 |
|
|
2023
Q2 | $200K | Sell |
2,236
-6,597
| -75% | -$589K | 0.18% | 93 |
|
|
2023
Q1 | $884K | Sell |
8,833
-2,170
| -20% | -$217K | 0.84% | 43 |
|
|
2022
Q4 | $956K | Buy |
11,003
+106
| +1% | +$9.21K | 0.92% | 35 |
|
|
2022
Q3 | $1.02M | Buy |
10,897
+397
| +4% | +$37K | 1.03% | 30 |
|
|
2022
Q2 | $983K | Buy |
10,500
+361
| +4% | +$33.8K | 0.94% | 33 |
|
|
2022
Q1 | $1.39M | Buy |
10,139
+428
| +4% | +$58.7K | 1.18% | 18 |
|
|
2021
Q4 | $1.5M | Buy |
+9,711
| New | +$1.5M | 1.21% | 18 |
|