Clarity Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,217
| Closed | -$206K | – | 103 |
|
2021
Q3 | $206K | Sell |
1,217
-75
| -6% | -$12.7K | 0.03% | 90 |
|
2021
Q2 | $227K | Sell |
1,292
-295
| -19% | -$51.8K | 0.04% | 98 |
|
2021
Q1 | $293K | Buy |
1,587
+240
| +18% | +$44.3K | 0.06% | 100 |
|
2020
Q4 | $244K | Buy |
+1,347
| New | +$244K | 0.06% | 74 |
|