Clearview Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-165
| Closed | -$14.8K | – | 238 |
|
|
2023
Q2 | $14.8K | Sell |
165
-15
| -8% | -$1.34K | 0.02% | 312 |
|
|
2023
Q1 | $18.1K | Sell |
180
-30
| -14% | -$3.01K | 0.02% | 289 |
|
|
2022
Q4 | $18.3K | Sell |
210
-200
| -49% | -$17.4K | 0.01% | 263 |
|
|
2022
Q3 | $39K | Sell |
410
-425
| -51% | -$40.4K | 0.03% | 190 |
|
|
2022
Q2 | $79K | Sell |
835
-364
| -30% | -$34.4K | 0.06% | 140 |
|
|
2022
Q1 | $165K | Sell |
1,199
-8
| -0.7% | -$1.1K | 0.11% | 93 |
|
|
2021
Q4 | $187K | Sell |
1,207
-16
| -1% | -$2.48K | 0.11% | 109 |
|
|
2021
Q3 | $207K | Buy |
1,223
+22
| +2% | +$3.72K | 0.13% | 113 |
|
|
2021
Q2 | $211K | Buy |
1,201
+129
| +12% | +$22.7K | 0.13% | 112 |
|
|
2021
Q1 | $198K | Sell |
1,072
-130
| -11% | -$24K | 0.13% | 112 |
|
|
2020
Q4 | $218K | Buy |
+1,202
| New | +$218K | 0.15% | 104 |
|