Capital Insight Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,200
| Closed | -$211K | – | 152 |
|
|
2021
Q2 | $211K | Sell |
1,200
-86
| -7% | -$15.1K | 0.05% | 148 |
|
|
2021
Q1 | $237K | Buy |
1,286
+86
| +7% | +$15.8K | 0.06% | 137 |
|
|
2020
Q4 | $217K | Buy |
+1,200
| New | +$217K | 0.05% | 139 |
|
|
2017
Q2 | – | Sell |
-2,285
| Closed | -$259K | – | 74 |
|
|
2017
Q1 | $259K | Hold |
2,285
| – | – | 0.23% | 64 |
|
|
2016
Q4 | $238K | Buy |
+2,285
| New | +$238K | 0.24% | 63 |
|
|
2016
Q3 | – | Sell |
-2,115
| Closed | -$207K | – | 67 |
|
|
2016
Q2 | $207K | Hold |
2,115
| – | – | 0.2% | 57 |
|
|
2016
Q1 | $210K | Buy |
+2,115
| New | +$210K | 0.21% | 53 |
|