CFA
Compass Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,249
| Closed | -$212K | – | 131 |
|
|
2022
Q3 | $212K | Sell |
2,249
-163
| -7% | -$15.4K | 0.32% | 107 |
|
|
2022
Q2 | $228K | Sell |
2,412
-1,314
| -35% | -$124K | 0.31% | 108 |
|
|
2022
Q1 | $511K | Sell |
3,726
-1,055
| -22% | -$145K | 0.56% | 60 |
|
|
2021
Q4 | $741K | Buy |
+4,781
| New | +$741K | 0.82% | 41 |
|