Brickley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,349
| Closed | -$209K | – | 50 |
|
|
2021
Q4 | $209K | Sell |
1,349
-53
| -4% | -$8.21K | 0.04% | 47 |
|
|
2021
Q3 | $237K | Buy |
1,402
+179
| +15% | +$30.3K | 0.06% | 41 |
|
|
2021
Q2 | $215K | Buy |
1,223
+78
| +7% | +$13.7K | 0.05% | 42 |
|
|
2021
Q1 | $211K | Sell |
1,145
-14
| -1% | -$2.58K | 0.06% | 40 |
|
|
2020
Q4 | $210K | Buy |
+1,159
| New | +$210K | 0.06% | 38 |
|