Breiter Capital Management’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 | $282K | Buy |
2,059
+213
| +12% | +$29.2K | 0.14% | 117 |
|
|
2021
Q4 | $286K | Buy |
1,846
+30
| +2% | +$4.65K | 0.14% | 111 |
|
|
2021
Q3 | $307K | Sell |
1,816
-25
| -1% | -$4.23K | 0.18% | 110 |
|
|
2021
Q2 | $324K | Buy |
+1,841
| New | +$324K | 0.17% | 114 |
|
|
2021
Q1 | – | Sell |
-1,841
| Closed | -$334K | – | 66 |
|
|
2020
Q4 | $334K | Sell |
1,841
-500
| -21% | -$90.7K | 0.23% | 94 |
|
|
2020
Q3 | $290K | Hold |
2,341
| – | – | 0.24% | 85 |
|
|
2020
Q2 | $261K | Sell |
2,341
-156
| -6% | -$17.4K | 0.24% | 84 |
|
|
2020
Q1 | $241K | Buy |
+2,497
| New | +$241K | 0.28% | 88 |
|