Bennett Selby Investments’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,436
| Closed | -$299K | – | 55 |
|
|
2022
Q4 | $299K | Sell |
3,436
-930
| -21% | -$80.9K | 0.22% | 45 |
|
|
2022
Q3 | $412K | Sell |
4,366
-7
| -0.2% | -$661 | 0.33% | 43 |
|
|
2022
Q2 | $413K | Sell |
4,373
-610
| -12% | -$57.6K | 0.32% | 42 |
|
|
2022
Q1 | $683K | Buy |
4,983
+10
| +0.2% | +$1.37K | 0.41% | 37 |
|
|
2021
Q4 | $770K | Buy |
4,973
+114
| +2% | +$17.7K | 0.44% | 33 |
|
|
2021
Q3 | $822K | Buy |
4,859
+14
| +0.3% | +$2.37K | 0.54% | 33 |
|
|
2021
Q2 | $852K | Hold |
4,845
| – | – | 0.58% | 31 |
|
|
2021
Q1 | $894K | Buy |
4,845
+1
| +0% | +$185 | 0.7% | 32 |
|
|
2020
Q4 | $878K | Buy |
+4,844
| New | +$878K | 0.75% | 31 |
|