CSat Investment Advisory’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.98M | Buy |
10,728
+277
| +3% | +$51.1K | 1.66% | 18 |
|
|
2020
Q4 | $1.89M | Sell |
10,451
-2,531
| -19% | -$459K | 1.76% | 18 |
|
|
2020
Q3 | $1.61M | Sell |
12,982
-4,527
| -26% | -$562K | 0.14% | 67 |
|
|
2020
Q2 | $1.95M | Buy |
17,509
+10,240
| +141% | +$1.14M | 0.24% | 38 |
|
|
2020
Q1 | $702K | Buy |
7,269
+1,086
| +18% | +$105K | 0.15% | 91 |
|
|
2019
Q4 | $894K | Buy |
6,183
+974
| +19% | +$141K | 0.24% | 81 |
|
|
2019
Q3 | $679K | Sell |
5,209
-299
| -5% | -$39K | 0.21% | 85 |
|
|
2019
Q2 | $769K | Buy |
5,508
+3,027
| +122% | +$423K | 0.27% | 78 |
|
|
2019
Q1 | $276K | Buy |
2,481
+1,317
| +113% | +$147K | 0.14% | 97 |
|
|
2018
Q4 | $128K | Buy |
1,164
+133
| +13% | +$14.6K | 0.08% | 124 |
|
|
2018
Q3 | $121K | Sell |
1,031
-39
| -4% | -$4.58K | 0.07% | 125 |
|
|
2018
Q2 | $112K | Buy |
+1,070
| New | +$112K | 0.06% | 144 |
|