Castle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,247
| Closed | -$201K | – | 106 |
|
|
2023
Q2 | $201K | Buy |
2,247
+52
| +2% | +$4.64K | 0.14% | 107 |
|
|
2023
Q1 | $220K | Buy |
+2,195
| New | +$220K | 0.17% | 99 |
|
|
2022
Q4 | – | Sell |
-1,895
| Closed | -$179K | – | 238 |
|
|
2022
Q3 | $179K | Hold |
1,895
| – | – | 0.11% | 109 |
|
|
2022
Q2 | $179K | Buy |
+1,895
| New | +$179K | 0.1% | 112 |
|