Econ Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-25,560
| Closed | -$2.41M | – | 83 |
|
2022
Q2 | $2.41M | Buy |
25,560
+2,977
| +13% | +$281K | 1.95% | 19 |
|
2022
Q1 | $3.1M | Buy |
22,583
+17,322
| +329% | +$2.38M | 2.29% | 11 |
|
2021
Q4 | $815K | Buy |
+5,261
| New | +$815K | 0.6% | 51 |
|
2019
Q2 | $276K | Sell |
1,975
-1,120
| -36% | -$157K | 0.38% | 54 |
|
2019
Q1 | $344K | Buy |
3,095
+131
| +4% | +$14.6K | 0.51% | 37 |
|
2018
Q4 | $325K | Buy |
+2,964
| New | +$325K | 0.5% | 50 |
|