DACG
Donor Advised Charitable Giving’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,000
| Closed | -$527K | – | 68 |
|
|
2021
Q2 | $527K | Hold |
3,000
| – | – | 0.06% | 83 |
|
|
2021
Q1 | $554K | Hold |
3,000
| – | – | 0.06% | 80 |
|
|
2020
Q4 | $544K | Hold |
3,000
| – | – | 0.07% | 79 |
|
|
2020
Q3 | $372K | Hold |
3,000
| – | – | 0.11% | 39 |
|
|
2020
Q2 | $335K | Hold |
3,000
| – | – | 0.13% | 34 |
|
|
2020
Q1 | $290K | Hold |
3,000
| – | – | 0.15% | 36 |
|
|
2019
Q4 | $434K | Buy |
3,000
+310
| +12% | +$44.8K | 0.23% | 26 |
|
|
2019
Q3 | $351K | Hold |
2,690
| – | – | 0.27% | 32 |
|
|
2019
Q2 | $376K | Buy |
+2,690
| New | +$376K | 0.3% | 30 |
|