Derby & Company’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 | $726K | Buy |
4,291
+96
| +2% | +$16.2K | 0.15% | 48 |
|
|
2021
Q2 | $737K | Hold |
4,195
| – | – | 0.15% | 46 |
|
|
2021
Q1 | $774K | Hold |
4,195
| – | – | 0.17% | 44 |
|
|
2020
Q4 | $760K | Hold |
4,195
| – | – | 0.19% | 36 |
|
|
2020
Q3 | $521K | Buy |
4,195
+108
| +3% | +$13.4K | 0.15% | 46 |
|
|
2020
Q2 | $456K | Buy |
+4,087
| New | +$456K | 0.15% | 42 |
|
|
2018
Q3 | – | Sell |
-2,203
| Closed | -$231K | – | 29 |
|
|
2018
Q2 | $231K | Buy |
2,203
+150
| +7% | +$15.7K | 0.14% | 31 |
|
|
2018
Q1 | $206K | Buy |
+2,053
| New | +$206K | 0.13% | 35 |
|