Filbrandt 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1K | Sell |
5
-128
| -96% | -$25.6K | ﹤0.01% | 208 |
|
2021
Q2 | $23K | Sell |
133
-5
| -4% | -$865 | 0.01% | 113 |
|
2021
Q1 | $26K | Buy |
138
+5
| +4% | +$942 | 0.02% | 104 |
|
2020
Q4 | $24K | Hold |
133
| – | – | 0.02% | 112 |
|
2020
Q3 | $17K | Sell |
133
-1,334
| -91% | -$171K | 0.01% | 115 |
|
2020
Q2 | $164K | Buy |
1,467
+1,313
| +853% | +$147K | 0.13% | 47 |
|
2020
Q1 | $15K | Sell |
154
-179
| -54% | -$17.4K | 0.02% | 111 |
|
2019
Q4 | $48K | Buy |
+333
| New | +$48K | 0.04% | 87 |
|