H2O AM’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,512
| Closed | -$808K | – | 94 |
|
|
2020
Q3 | $808K | Sell |
6,512
-7,685
| -54% | -$954K | 1.32% | 18 |
|
|
2020
Q2 | $1.58M | Sell |
14,197
-8,076
| -36% | -$901K | 1.68% | 21 |
|
|
2020
Q1 | $2.15M | Sell |
22,273
-19,651
| -47% | -$1.9M | 1.71% | 16 |
|
|
2019
Q4 | $6.06M | Buy |
+41,924
| New | +$6.06M | 1.44% | 27 |
|