Domani Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,709
| Closed | -$234K | – | 113 |
|
|
2022
Q1 | $234K | Buy |
1,709
+38
| +2% | +$5.2K | 0.05% | 116 |
|
|
2021
Q4 | $259K | Sell |
1,671
-560
| -25% | -$86.8K | 0.05% | 111 |
|
|
2021
Q3 | $377K | Sell |
2,231
-301
| -12% | -$50.9K | 0.08% | 87 |
|
|
2021
Q2 | $445K | Buy |
2,532
+417
| +20% | +$73.3K | 0.09% | 81 |
|
|
2021
Q1 | $390K | Buy |
2,115
+557
| +36% | +$103K | 0.08% | 90 |
|
|
2020
Q4 | $282K | Sell |
1,558
-1,258
| -45% | -$228K | 0.06% | 105 |
|
|
2020
Q3 | $349K | Buy |
2,816
+418
| +17% | +$51.8K | 0.08% | 89 |
|
|
2020
Q2 | $267K | Sell |
2,398
-659
| -22% | -$73.4K | 0.06% | 104 |
|
|
2020
Q1 | $295K | Buy |
3,057
+104
| +4% | +$10K | 0.08% | 96 |
|
|
2019
Q4 | $427K | Sell |
2,953
-58
| -2% | -$8.39K | 0.14% | 70 |
|
|
2019
Q3 | $392K | Buy |
3,011
+365
| +14% | +$47.5K | 0.14% | 71 |
|
|
2019
Q2 | $370K | Hold |
2,646
| – | – | 0.14% | 71 |
|
|
2019
Q1 | $294K | Buy |
2,646
+801
| +43% | +$89K | 0.12% | 85 |
|
|
2018
Q4 | $202K | Hold |
1,845
| – | – | 0.09% | 101 |
|
|
2018
Q3 | $216K | Buy |
+1,845
| New | +$216K | 0.09% | 96 |
|