CPA
Clear Perspective Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.58M | Sell |
10,211
-239
| -2% | -$37K | 0.48% | 40 |
|
|
2021
Q3 | $1.77M | Sell |
10,450
-607
| -5% | -$103K | 0.6% | 31 |
|
|
2021
Q2 | $1.94M | Buy |
11,057
+638
| +6% | +$112K | 0.67% | 31 |
|
|
2021
Q1 | $1.96M | Buy |
10,419
+547
| +6% | +$103K | 0.77% | 25 |
|
|
2020
Q4 | $1.79M | Sell |
9,872
-92
| -0.9% | -$16.7K | 0.73% | 28 |
|
|
2020
Q3 | $1.25K | Buy |
9,964
+33
| +0.3% | +$4 | 0.59% | 31 |
|
|
2020
Q2 | $1.11M | Sell |
9,931
-1,557
| -14% | -$174K | 0.6% | 28 |
|
|
2020
Q1 | $1.11M | Buy |
11,488
+2,156
| +23% | +$208K | 0.74% | 26 |
|
|
2019
Q4 | $1.35M | Buy |
9,332
+459
| +5% | +$66.4K | 0.84% | 28 |
|
|
2019
Q3 | $1.16M | Buy |
8,873
+967
| +12% | +$126K | 0.52% | 42 |
|
|
2019
Q2 | $1.1M | Buy |
7,906
+52
| +0.7% | +$7.26K | 0.71% | 32 |
|
|
2019
Q1 | $1.02M | Buy |
7,854
+1,961
| +33% | +$255K | 0.72% | 34 |
|
|
2018
Q4 | $646K | Buy |
5,893
+594
| +11% | +$65.1K | 0.54% | 55 |
|
|
2018
Q3 | $620K | Buy |
5,299
+1,535
| +41% | +$180K | 0.46% | 68 |
|
|
2018
Q2 | $395K | Buy |
3,764
+65
| +2% | +$6.82K | 0.28% | 93 |
|
|
2018
Q1 | $372K | Sell |
3,699
-3,160
| -46% | -$318K | 0.28% | 91 |
|
|
2017
Q4 | $737K | Buy |
6,859
+1,360
| +25% | +$146K | 0.56% | 43 |
|
|
2017
Q3 | $542K | Buy |
5,499
+1,555
| +39% | +$153K | 0.44% | 60 |
|
|
2017
Q2 | $419K | Sell |
3,944
-98
| -2% | -$10.4K | 0.35% | 74 |
|
|
2017
Q1 | $458K | Hold |
4,042
| – | – | 0.3% | 71 |
|
|
2016
Q4 | $421K | Buy |
+4,042
| New | +$421K | 0.28% | 79 |
|