CWA
Clarus Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,517
| Closed | -$849K | – | 107 |
|
|
2021
Q1 | $849K | Buy |
4,517
+1,724
| +62% | +$324K | 0.53% | 43 |
|
|
2020
Q4 | $500K | Sell |
2,793
-56
| -2% | -$10K | 0.33% | 54 |
|
|
2020
Q3 | $344K | Sell |
2,849
-189
| -6% | -$22.8K | 0.27% | 79 |
|
|
2020
Q2 | $345K | Sell |
3,038
-4,595
| -60% | -$522K | 0.29% | 74 |
|
|
2020
Q1 | $717K | Buy |
7,633
+87
| +1% | +$8.17K | 0.72% | 34 |
|
|
2019
Q4 | $1.09M | Sell |
7,546
-1,210
| -14% | -$175K | 0.72% | 28 |
|
|
2019
Q3 | $1.14M | Buy |
8,756
+4,670
| +114% | +$609K | 0.83% | 20 |
|
|
2019
Q2 | $571K | Buy |
4,086
+1,865
| +84% | +$261K | 0.41% | 40 |
|
|
2019
Q1 | $247K | Sell |
2,221
-1,950
| -47% | -$217K | 0.18% | 76 |
|
|
2018
Q4 | $457K | Buy |
4,171
+2,146
| +106% | +$235K | 0.72% | 21 |
|
|
2018
Q3 | $237K | Buy |
2,025
+111
| +6% | +$13K | 0.15% | 104 |
|
|
2018
Q2 | $192K | Buy |
+1,914
| New | +$192K | 0.15% | 119 |
|
|
2018
Q1 | – | Sell |
-2,466
| Closed | -$265K | – | 131 |
|
|
2017
Q4 | $265K | Buy |
+2,466
| New | +$265K | 0.26% | 68 |
|