Enzi Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,466
| Closed | -$223K | – | 56 |
|
2023
Q2 | $223K | Sell |
2,466
-718
| -23% | -$65K | 0.11% | 55 |
|
2023
Q1 | $319K | Sell |
3,184
-760
| -19% | -$76.2K | 0.16% | 53 |
|
2022
Q4 | $418K | Buy |
3,944
+25
| +0.6% | +$2.65K | 0.2% | 48 |
|
2022
Q3 | $372K | Buy |
+3,919
| New | +$372K | 0.18% | 50 |
|