CAM
Crestone Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,452
| Closed | -$263K | – | 75 |
|
|
2020
Q4 | $263K | Buy |
+1,452
| New | +$263K | 0.07% | 56 |
|
|
2020
Q2 | – | Sell |
-2,111
| Closed | -$204K | – | 70 |
|
|
2020
Q1 | $204K | Buy |
2,111
+714
| +51% | +$69K | 0.08% | 60 |
|
|
2019
Q4 | $202K | Buy |
+1,397
| New | +$202K | 0.07% | 52 |
|