Ground Swell Capital’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,392
| Closed | -$214K | – | 91 |
|
|
2023
Q2 | $214K | Buy |
+2,392
| New | +$214K | 0.51% | 20 |
|
|
2022
Q4 | – | Sell |
-2,293
| Closed | -$216K | – | 95 |
|
|
2022
Q3 | $216K | Buy |
+2,293
| New | +$216K | 0.61% | 52 |
|
|
2014
Q3 | $192K | Buy |
2,161
+337
| +18% | +$29.9K | 0.36% | 44 |
|
|
2014
Q2 | $156K | Buy |
+1,824
| New | +$156K | 0.3% | 33 |
|