Blue Chip Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.62M | Sell |
13,027
-316
| -2% | -$39.2K | 1.27% | 22 |
|
|
2020
Q2 | $1.49M | Buy |
13,343
+189
| +1% | +$21.1K | 1.41% | 19 |
|
|
2020
Q1 | $1.27M | Sell |
13,154
-910
| -6% | -$87.9K | 1.58% | 17 |
|
|
2019
Q4 | $2.03M | Buy |
14,064
+794
| +6% | +$115K | 1.88% | 15 |
|
|
2019
Q3 | $1.73M | Buy |
13,270
+826
| +7% | +$108K | 1.8% | 16 |
|
|
2019
Q2 | $1.74M | Buy |
12,444
+96
| +0.8% | +$13.4K | 1.83% | 16 |
|
|
2019
Q1 | $1.37M | Sell |
12,348
-407
| -3% | -$45.2K | 1.55% | 17 |
|
|
2018
Q4 | $1.4M | Sell |
12,755
-378
| -3% | -$41.5K | 1.84% | 15 |
|
|
2018
Q3 | $1.54M | Buy |
13,133
+494
| +4% | +$57.8K | 1.55% | 16 |
|
|
2018
Q2 | $1.33M | Buy |
12,639
+57
| +0.5% | +$5.98K | 1.44% | 19 |
|
|
2018
Q1 | $1.26M | Buy |
+12,582
| New | +$1.26M | 1.29% | 21 |
|