Clear Perspective Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.25K | Buy |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $646K | Buy |
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|
2018
Q3 | $620K | Buy |
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|
2018
Q2 | $395K | Buy |
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|
2018
Q1 | $372K | Sell |
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|
2017
Q4 | $737K | Buy |
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|
2017
Q3 | $542K | Buy |
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|
2017
Q2 | $419K | Sell |
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|
2017
Q1 | $458K | Hold |
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|
2016
Q4 | $421K | Buy |
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