Alaethes Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,854
| Closed | -$529K | – | 151 |
|
|
2022
Q1 | $529K | Sell |
3,854
-4,478
| -54% | -$615K | 0.34% | 84 |
|
|
2021
Q4 | $1.29M | Buy |
8,332
+644
| +8% | +$99.8K | 0.81% | 44 |
|
|
2021
Q3 | $1.3M | Buy |
7,688
+113
| +1% | +$19.1K | 0.95% | 33 |
|
|
2021
Q2 | $1.33M | Buy |
7,575
+396
| +6% | +$69.6K | 1.03% | 25 |
|
|
2021
Q1 | $1.33M | Buy |
+7,179
| New | +$1.33M | 1.23% | 21 |
|