FFT 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
Q2 | – | Sell |
-1,495
| Closed | -$205K | – | 53 |
|
|
2022
Q1 | $205K | Buy |
1,495
+35
| +2% | +$4.8K | 0.02% | 56 |
|
|
2021
Q4 | $226K | Buy |
+1,460
| New | +$226K | 0.02% | 53 |
|
|
2021
Q3 | – | Sell |
-212
| Closed | -$37K | – | 140 |
|
|
2021
Q2 | $37K | Buy |
+212
| New | +$37K | 0.01% | 145 |
|
|
2017
Q1 | – | Sell |
-4,000
| Closed | -$417K | – | 93 |
|
|
2016
Q4 | $417K | Hold |
4,000
| – | – | 0.1% | 58 |
|
|
2016
Q3 | $370K | Hold |
4,000
| – | – | 0.16% | 51 |
|
|
2016
Q2 | $394K | Hold |
4,000
| – | – | 0.16% | 48 |
|
|
2016
Q1 | $397K | Buy |
4,000
+1,000
| +33% | +$99.3K | 0.17% | 44 |
|
|
2015
Q4 | $315K | Buy |
+3,000
| New | +$315K | 0.25% | 45 |
|