Hapanowicz & Associates Financial Services’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 |
-1,494
| Closed | -$232K | – | 28 |
|
|
2021
Q4 | $232K | Hold |
1,494
| – | – | 0.1% | 27 |
|
|
2021
Q3 | $253K | Hold |
1,494
| – | – | 0.11% | 25 |
|
|
2021
Q2 | $263K | Hold |
1,494
| – | – | 0.12% | 25 |
|
|
2021
Q1 | $276K | Sell |
1,494
-732
| -33% | -$135K | 0.13% | 22 |
|
|
2020
Q4 | $403K | Hold |
2,226
| – | – | 0.21% | 18 |
|
|
2020
Q3 | $275K | Buy |
+2,226
| New | +$275K | 0.16% | 24 |
|