Essex Private Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,692
| Closed | -$262K | – | 40 |
|
|
2021
Q4 | $262K | Sell |
1,692
-300
| -15% | -$46.5K | 0.22% | 54 |
|
|
2021
Q3 | $337K | Sell |
1,992
-158
| -7% | -$26.7K | 0.31% | 51 |
|
|
2021
Q2 | $378K | Hold |
2,150
| – | – | 0.35% | 51 |
|
|
2021
Q1 | $397K | Sell |
2,150
-20
| -0.9% | -$3.69K | 0.38% | 48 |
|
|
2020
Q4 | $393K | Hold |
2,170
| – | – | 0.38% | 47 |
|
|
2020
Q3 | $269K | Hold |
2,170
| – | – | 0.28% | 53 |
|
|
2020
Q2 | $241K | Sell |
2,170
-289
| -12% | -$32.1K | 0.28% | 51 |
|
|
2020
Q1 | $237K | Sell |
2,459
-61
| -2% | -$5.88K | 0.31% | 50 |
|
|
2019
Q4 | $364K | Buy |
+2,520
| New | +$364K | 0.37% | 47 |
|