Estate Counselors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-475
| Closed | -$44K | – | 151 |
|
|
2022
Q3 | $44K | Hold |
475
| – | – | 0.01% | 147 |
|
|
2022
Q2 | $44K | Hold |
475
| – | – | 0.01% | 149 |
|
|
2022
Q1 | $65K | Hold |
475
| – | – | 0.01% | 140 |
|
|
2021
Q4 | $73K | Hold |
475
| – | – | 0.01% | 139 |
|
|
2021
Q3 | $80K | Hold |
475
| – | – | 0.01% | 149 |
|
|
2021
Q2 | $83K | Sell |
475
-10,570
| -96% | -$1.85M | 0.01% | 142 |
|
|
2021
Q1 | $1.09M | Buy |
11,045
+10,570
| +2,225% | +$1.05M | 0.16% | 74 |
|
|
2020
Q4 | $86K | Buy |
+475
| New | +$86K | 0.01% | 110 |
|
|
2020
Q3 | – | Sell |
-475
| Closed | -$52K | – | 122 |
|
|
2020
Q2 | $52K | Buy |
+475
| New | +$52K | 0.01% | 136 |
|