BLAM
Bourne Lent Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,600
| Closed | -$219K | – | 63 |
|
|
2022
Q1 | $219K | Hold |
1,600
| – | – | 0.07% | 59 |
|
|
2021
Q4 | $248K | Hold |
1,600
| – | – | 0.07% | 56 |
|
|
2021
Q3 | $271K | Hold |
1,600
| – | – | 0.08% | 53 |
|
|
2021
Q2 | $281K | Hold |
1,600
| – | – | 0.08% | 54 |
|
|
2021
Q1 | $295K | Hold |
1,600
| – | – | 0.09% | 51 |
|
|
2020
Q4 | $290K | Buy |
+1,600
| New | +$290K | 0.1% | 51 |
|