Black Diamond Financial’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,016
Closed -$312K 128
2021
Q4
$312K Buy
2,016
+433
+27% +$67K 0.11% 71
2021
Q3
$268K Sell
1,583
-21
-1% -$3.56K 0.13% 62
2021
Q2
$282K Buy
1,604
+21
+1% +$3.69K 0.11% 69
2021
Q1
$292K Sell
1,583
-90
-5% -$16.6K 0.12% 64
2020
Q4
$303K Buy
+1,673
New +$303K 0.14% 60