FOCUS Wealth Advisors’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 |
-8,933
| Closed | -$1.23M | – | 44 |
|
|
2022
Q1 | $1.23M | Buy |
8,933
+1,662
| +23% | +$228K | 0.73% | 29 |
|
|
2021
Q4 | $1.13M | Buy |
7,271
+455
| +7% | +$70.5K | 0.67% | 28 |
|
|
2021
Q3 | $1.15M | Buy |
6,816
+430
| +7% | +$72.7K | 0.78% | 28 |
|
|
2021
Q2 | $1.12M | Buy |
6,386
+1,011
| +19% | +$178K | 0.78% | 29 |
|
|
2021
Q1 | $1.02M | Buy |
+5,375
| New | +$1.02M | 0.75% | 28 |
|