Alpha Financial Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,347
| Closed | -$287K | – | 78 |
|
|
2024
Q1 | $287K | Hold |
2,347
| – | – | 0.26% | 47 |
|
|
2023
Q4 | $212K | Buy |
+2,347
| New | +$212K | 0.21% | 75 |
|
|
2023
Q3 | – | Sell |
-2,907
| Closed | -$260K | – | 84 |
|
|
2023
Q2 | $260K | Hold |
2,907
| – | – | 0.28% | 75 |
|
|
2023
Q1 | $291K | Sell |
2,907
-36
| -1% | -$3.61K | 0.33% | 62 |
|
|
2022
Q4 | $256K | Buy |
+2,943
| New | +$256K | 0.31% | 64 |
|