Arcadia 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5
| Closed | -$447 | – | 80 |
|
2023
Q2 | $447 | Buy |
+5
| New | +$447 | ﹤0.01% | 84 |
|
2021
Q3 | – | Sell |
-15
| Closed | -$2.64K | – | 141 |
|
2021
Q2 | $2.64K | Buy |
+15
| New | +$2.64K | ﹤0.01% | 111 |
|
2019
Q4 | – | Sell |
-100
| Closed | -$13K | – | 68 |
|
2019
Q3 | $13K | Hold |
100
| – | – | 0.01% | 54 |
|
2019
Q2 | $14K | Buy |
+100
| New | +$14K | 0.01% | 50 |
|