Affinity Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,157
| Closed | -$457K | – | 63 |
|
|
2019
Q4 | $457K | Buy |
3,157
+1,028
| +48% | +$149K | 0.17% | 61 |
|
|
2019
Q3 | $277K | Buy |
2,129
+34
| +2% | +$4.42K | 0.11% | 74 |
|
|
2019
Q2 | $293K | Buy |
+2,095
| New | +$293K | 0.11% | 79 |
|
|
2016
Q2 | – | Sell |
-2,182
| Closed | -$217K | – | 57 |
|
|
2016
Q1 | $217K | Buy |
2,182
+58
| +3% | +$5.77K | 0.13% | 46 |
|
|
2015
Q4 | $223K | Buy |
+2,124
| New | +$223K | 0.15% | 38 |
|