Covenant Multifamily Offices’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $607K | Buy |
3,475
+525
| +18% | +$91.7K | 0.11% | 120 |
|
|
2021
Q2 | $519K | Buy |
2,950
+1,429
| +94% | +$251K | 0.09% | 131 |
|
|
2021
Q1 | $281K | Buy |
1,521
+250
| +20% | +$46.2K | 0.06% | 152 |
|
|
2020
Q4 | $230K | Buy |
+1,271
| New | +$230K | 0.04% | 124 |
|
|
2020
Q1 | – | Sell |
-730
| Closed | -$106K | – | 134 |
|
|
2019
Q4 | $106K | Buy |
+730
| New | +$106K | 0.02% | 177 |
|