Financial Consulate’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 |
-1,421
| Closed | -$220K | – | 137 |
|
|
2021
Q4 | $220K | Buy |
1,421
+57
| +4% | +$8.83K | 0.08% | 129 |
|
|
2021
Q3 | $231K | Sell |
1,364
-10
| -0.7% | -$1.69K | 0.08% | 118 |
|
|
2021
Q2 | $242K | Buy |
1,374
+117
| +9% | +$20.6K | 0.09% | 110 |
|
|
2021
Q1 | $232K | Buy |
1,257
+1
| +0.1% | +$185 | 0.09% | 102 |
|
|
2020
Q4 | $228K | Buy |
+1,256
| New | +$228K | 0.1% | 95 |
|