All Terrain Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,475
| Closed | -$239K | – | 72 |
|
|
2020
Q1 | $239K | Buy |
2,475
+245
| +11% | +$23.7K | 0.1% | 82 |
|
|
2019
Q4 | $323K | Sell |
2,230
-226
| -9% | -$32.7K | 0.11% | 83 |
|
|
2019
Q3 | $320K | Buy |
2,456
+861
| +54% | +$112K | 0.11% | 85 |
|
|
2019
Q2 | $223K | Sell |
1,595
-3,150
| -66% | -$440K | 0.08% | 115 |
|
|
2019
Q1 | $527K | Buy |
4,745
+1,258
| +36% | +$140K | 0.18% | 63 |
|
|
2018
Q4 | $382K | Buy |
3,487
+100
| +3% | +$11K | 0.15% | 74 |
|
|
2018
Q3 | $396K | Buy |
3,387
+24
| +0.7% | +$2.81K | 0.16% | 85 |
|
|
2018
Q2 | $352K | Buy |
3,363
+600
| +22% | +$62.8K | 0.16% | 89 |
|
|
2018
Q1 | $278K | Hold |
2,763
| – | – | 0.13% | 103 |
|
|
2017
Q4 | $297K | Buy |
+2,763
| New | +$297K | 0.14% | 91 |
|