AllGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,818
| Closed | -$1.48M | – | 36 |
|
|
2022
Q1 | $1.48M | Buy |
10,818
+2,525
| +30% | +$346K | 1.24% | 24 |
|
|
2021
Q4 | $1.28M | Buy |
8,293
+482
| +6% | +$74.7K | 0.95% | 27 |
|
|
2021
Q3 | $1.32M | Sell |
7,811
-76,586
| -91% | -$13M | 1.08% | 18 |
|
|
2021
Q2 | $3.14M | Buy |
84,397
+74,021
| +713% | +$2.75M | 2.41% | 10 |
|
|
2021
Q1 | $1.91M | Buy |
10,376
+1,304
| +14% | +$241K | 1.57% | 18 |
|
|
2020
Q4 | $1.64M | Buy |
+9,072
| New | +$1.64M | 1.52% | 17 |
|