BIA
Benchmark Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,139
| Closed | -$485K | – | 95 |
|
|
2022
Q3 | $485K | Sell |
5,139
-5,213
| -50% | -$492K | 0.52% | 55 |
|
|
2022
Q2 | $977K | Buy |
10,352
+395
| +4% | +$37.3K | 1.02% | 34 |
|
|
2022
Q1 | $1.37M | Buy |
9,957
+4,259
| +75% | +$584K | 1.03% | 29 |
|
|
2021
Q4 | $883K | Buy |
+5,698
| New | +$883K | 0.73% | 45 |
|