CSIA
Carl Stuart Investment Advisor’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-464
| Closed | -$280K | – | 34 |
|
|
2023
Q1 | $280K | Buy |
+464
| New | +$280K | 0.27% | 24 |
|
|
2022
Q3 | – | Sell |
-2,150
| Closed | -$209K | – | 26 |
|
|
2022
Q2 | $209K | Hold |
2,150
| – | – | 0.18% | 24 |
|
|
2022
Q1 | $2.95M | Hold |
2,150
| – | – | 0.21% | 17 |
|
|
2021
Q4 | $333K | Buy |
+2,150
| New | +$333K | 0.24% | 17 |
|