Collective Family Office’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,640
| Closed | -$225K | – | 186 |
|
|
2022
Q1 | $225K | Sell |
1,640
-57
| -3% | -$7.82K | 0.09% | 178 |
|
|
2021
Q4 | $263K | Buy |
1,697
+26
| +2% | +$4.03K | 0.1% | 162 |
|
|
2021
Q3 | $283K | Buy |
1,671
+37
| +2% | +$6.27K | 0.12% | 143 |
|
|
2021
Q2 | $287K | Hold |
1,634
| – | – | 0.12% | 140 |
|
|
2021
Q1 | $302K | Buy |
1,634
+234
| +17% | +$43.2K | 0.15% | 135 |
|
|
2020
Q4 | $254K | Buy |
+1,400
| New | +$254K | 0.14% | 140 |
|