Catalyst Private Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,944
| Closed | -$267K | – | 74 |
|
|
2022
Q1 | $267K | Sell |
1,944
-5
| -0.3% | -$687 | 0.13% | 69 |
|
|
2021
Q4 | $302K | Buy |
1,949
+2
| +0.1% | +$310 | 0.13% | 65 |
|
|
2021
Q3 | $329K | Buy |
1,947
+2
| +0.1% | +$338 | 0.14% | 58 |
|
|
2021
Q2 | $342K | Buy |
1,945
+259
| +15% | +$45.5K | 0.19% | 53 |
|
|
2021
Q1 | $311K | Buy |
1,686
+183
| +12% | +$33.8K | 0.22% | 46 |
|
|
2020
Q4 | $272K | Hold |
1,503
| – | – | 0.24% | 45 |
|
|
2020
Q3 | $186K | Buy |
+1,503
| New | +$186K | 0.18% | 55 |
|