CFAM
Center For Asset Management’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,286
| Closed | -$218K | – | 126 |
|
2021
Q3 | $218K | Buy |
1,286
+50
| +4% | +$8.48K | 0.18% | 98 |
|
2021
Q2 | $217K | Sell |
1,236
-20
| -2% | -$3.51K | 0.19% | 97 |
|
2021
Q1 | $232K | Hold |
1,256
| – | – | 0.22% | 79 |
|
2020
Q4 | $228K | Buy |
+1,256
| New | +$228K | 0.23% | 75 |
|