Emerald Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,454
| Closed | -$246K | – | 97 |
|
2021
Q3 | $246K | Buy |
1,454
+22
| +2% | +$3.72K | 0.07% | 87 |
|
2021
Q2 | $252K | Buy |
1,432
+201
| +16% | +$35.4K | 0.08% | 85 |
|
2021
Q1 | $227K | Buy |
1,231
+2
| +0.2% | +$369 | 0.08% | 78 |
|
2020
Q4 | $223K | Buy |
+1,229
| New | +$223K | 0.08% | 77 |
|