Alera Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $282K | Buy |
2,936
+167
| +6% | +$16.1K | 0.03% | 213 |
|
|
2024
Q2 | $275K | Buy |
+2,769
| New | +$275K | 0.03% | 208 |
|
|
2022
Q2 | – | Sell |
-1,772
| Closed | -$243K | – | 189 |
|
|
2022
Q1 | $243K | Buy |
+1,772
| New | +$243K | 0.06% | 165 |
|
|
2019
Q4 | – | Sell |
-1,601
| Closed | -$209K | – | 68 |
|
|
2019
Q3 | $209K | Sell |
1,601
-13
| -0.8% | -$1.7K | 0.1% | 71 |
|
|
2019
Q2 | $225K | Buy |
1,614
+25
| +2% | +$3.49K | 0.12% | 66 |
|
|
2019
Q1 | $176K | Sell |
1,589
-1,946
| -55% | -$216K | 0.09% | 78 |
|
|
2018
Q4 | $388K | Buy |
+3,535
| New | +$388K | 0.24% | 54 |
|