WMS
Wealth Management Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,260
| Closed | -$226K | – | 87 |
|
|
2023
Q1 | $226K | Buy |
+2,260
| New | +$226K | 0.13% | 78 |
|
|
2022
Q4 | – | Sell |
-2,769
| Closed | -$261K | – | 92 |
|
|
2022
Q3 | $261K | Hold |
2,769
| – | – | 0.15% | 64 |
|
|
2022
Q2 | $261K | Sell |
2,769
-401
| -13% | -$37.8K | 0.15% | 70 |
|
|
2022
Q1 | $435K | Hold |
3,170
| – | – | 0.23% | 60 |
|
|
2021
Q4 | $491K | Buy |
+3,170
| New | +$491K | 0.25% | 62 |
|