VAFP
Vahanian & Associates Financial Planning’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,150
| Closed | -$416K | – | 62 |
|
|
2023
Q1 | $416K | Sell |
4,150
-50
| -1% | -$5.01K | 1.15% | 29 |
|
|
2022
Q4 | $365K | Buy |
+4,200
| New | +$365K | 1.19% | 32 |
|
|
2022
Q1 | – | Sell |
-3,219
| Closed | -$499K | – | 88 |
|
|
2021
Q4 | $499K | Buy |
+3,219
| New | +$499K | 0.4% | 66 |
|