Clear Perspectives Financial Planning’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.2K | Hold |
12
| – | – | ﹤0.01% | 174 |
|
|
2022
Q4 | $1.04K | Hold |
12
| – | – | ﹤0.01% | 194 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 198 |
|
|
2022
Q2 | $1K | Sell |
12
-169
| -93% | -$14.1K | ﹤0.01% | 205 |
|
|
2022
Q1 | $25K | Buy |
181
+101
| +126% | +$14K | 0.01% | 127 |
|
|
2021
Q4 | $12K | Buy |
80
+4
| +5% | +$600 | ﹤0.01% | 164 |
|
|
2021
Q3 | $13K | Buy |
76
+68
| +850% | +$11.6K | 0.01% | 147 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 196 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 178 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 175 |
|