Goodwin Investment Advisory’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-120
| Closed | -$10.4K | – | 118 |
|
|
2022
Q4 | $10.4K | Hold |
120
| – | – | 0.01% | 156 |
|
|
2022
Q3 | $11K | Sell |
120
-67
| -36% | -$6.14K | 0.01% | 146 |
|
|
2022
Q2 | $17.7K | Sell |
187
-128
| -41% | -$12.1K | 0.01% | 106 |
|
|
2022
Q1 | $43K | Buy |
315
+195
| +163% | +$26.6K | 0.03% | 89 |
|
|
2021
Q4 | $19K | Hold |
120
| – | – | 0.01% | 107 |
|
|
2021
Q3 | $20K | Hold |
120
| – | – | 0.02% | 101 |
|
|
2021
Q2 | $21K | Sell |
120
-50
| -29% | -$8.75K | 0.02% | 98 |
|
|
2021
Q1 | $31K | Buy |
170
+50
| +42% | +$9.12K | 0.04% | 99 |
|
|
2020
Q4 | $22K | Buy |
+120
| New | +$22K | 0.03% | 59 |
|