Cavalier Investments’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,103
| Closed | -$530K | – | 71 |
|
|
2022
Q4 | $530K | Sell |
6,103
-392
| -6% | -$34.1K | 0.19% | 86 |
|
|
2022
Q3 | $613K | Sell |
6,495
-2,425
| -27% | -$229K | 0.22% | 77 |
|
|
2022
Q2 | $842K | Buy |
8,920
+174
| +2% | +$16.4K | 0.29% | 70 |
|
|
2022
Q1 | $1.2M | Sell |
8,746
-991
| -10% | -$136K | 0.31% | 77 |
|
|
2021
Q4 | $1.51M | Buy |
9,737
+1,050
| +12% | +$163K | 0.39% | 83 |
|
|
2021
Q3 | $1.47M | Sell |
8,687
-194
| -2% | -$32.8K | 0.46% | 86 |
|
|
2021
Q2 | $1.56M | Hold |
8,881
| – | – | 0.56% | 68 |
|
|
2021
Q1 | $1.64M | Hold |
8,881
| – | – | 0.71% | 45 |
|
|
2020
Q4 | $1.61M | Buy |
8,881
+2,220
| +33% | +$402K | 0.74% | 49 |
|
|
2020
Q3 | $826K | Sell |
6,661
-3,995
| -37% | -$495K | 0.56% | 53 |
|
|
2020
Q2 | $1.19M | Buy |
+10,656
| New | +$1.19M | 0.69% | 53 |
|