CAN
Claraphi Advisory Network’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,491
| Closed | -$518K | – | 218 |
|
2022
Q2 | $518K | Sell |
5,491
-469
| -8% | -$44.2K | 0.18% | 134 |
|
2022
Q1 | $818K | Buy |
5,960
+1,597
| +37% | +$219K | 0.24% | 91 |
|
2021
Q4 | $676K | Sell |
4,363
-553
| -11% | -$85.7K | 0.24% | 105 |
|
2021
Q3 | $832K | Sell |
4,916
-382
| -7% | -$64.7K | 0.29% | 73 |
|
2021
Q2 | $931K | Sell |
5,298
-4,469
| -46% | -$785K | 0.28% | 75 |
|
2021
Q1 | $1.8M | Buy |
9,767
+4,498
| +85% | +$830K | 0.5% | 32 |
|
2020
Q4 | $955K | Sell |
5,269
-388
| -7% | -$70.3K | 0.26% | 75 |
|
2020
Q3 | $702K | Sell |
5,657
-2,635
| -32% | -$327K | 0.25% | 84 |
|
2020
Q2 | $925K | Buy |
8,292
+3,039
| +58% | +$339K | 0.39% | 46 |
|
2020
Q1 | $507K | Buy |
5,253
+3,484
| +197% | +$336K | 0.24% | 82 |
|
2019
Q4 | $256K | Sell |
1,769
-22
| -1% | -$3.18K | 0.16% | 152 |
|
2019
Q3 | $233K | Sell |
1,791
-645
| -26% | -$83.9K | 0.14% | 168 |
|
2019
Q2 | $340K | Buy |
+2,436
| New | +$340K | 0.2% | 130 |
|
2018
Q3 | – | Sell |
-5,269
| Closed | -$552K | – | 266 |
|
2018
Q2 | $552K | Buy |
5,269
+50
| +1% | +$5.24K | 0.36% | 72 |
|
2018
Q1 | $525K | Sell |
5,219
-402
| -7% | -$40.4K | 0.37% | 72 |
|
2017
Q4 | $604K | Buy |
+5,621
| New | +$604K | 0.47% | 63 |
|