Cascadia Advisory Services’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 | $1.39M | Sell |
8,202
-130
| -2% | -$22K | 0.28% | 105 |
|
|
2021
Q2 | $1.46M | Sell |
8,332
-569
| -6% | -$100K | 0.32% | 101 |
|
|
2021
Q1 | $1.64M | Buy |
+8,901
| New | +$1.64M | 0.36% | 95 |
|
|
2020
Q3 | $1.33M | Sell |
10,725
-11,393
| -52% | -$1.41M | 0.37% | 83 |
|
|
2020
Q2 | $2.47M | Buy |
+22,118
| New | +$2.47M | 0.75% | 25 |
|
|
2019
Q4 | $2.33M | Buy |
+16,130
| New | +$2.33M | 0.66% | 31 |
|