Biechele Royce 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
Q4 | – | Sell |
-2,089
| Closed | -$197K | – | 62 |
|
2022
Q3 | $197K | Sell |
2,089
-32
| -2% | -$3.02K | 0.09% | 59 |
|
2022
Q2 | $200K | Buy |
2,121
+123
| +6% | +$11.6K | 0.09% | 54 |
|
2022
Q1 | $274K | Buy |
1,998
+29
| +1% | +$3.98K | 0.11% | 51 |
|
2021
Q4 | $305K | Sell |
1,969
-15
| -0.8% | -$2.32K | 0.12% | 50 |
|
2021
Q3 | $336K | Buy |
+1,984
| New | +$336K | 0.15% | 45 |
|