Harfst & Associates’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 |
-1,613
| Closed | -$221K | – | 111 |
|
|
2022
Q1 | $221K | Sell |
1,613
-20
| -1% | -$2.74K | 0.05% | 113 |
|
|
2021
Q4 | $252K | Buy |
+1,633
| New | +$252K | 0.06% | 109 |
|
|
2017
Q3 | – | Sell |
-166
| Closed | -$17K | – | 111 |
|
|
2017
Q2 | $17K | Sell |
166
-27
| -14% | -$2.77K | 0.01% | 178 |
|
|
2017
Q1 | $21K | Buy |
+193
| New | +$21K | 0.01% | 178 |
|
|
2016
Q1 | – | Sell |
-1,832
| Closed | -$192K | – | 109 |
|
|
2015
Q4 | $192K | Buy |
1,832
+18
| +1% | +$1.89K | 0.08% | 99 |
|
|
2015
Q3 | $185K | Buy |
1,814
+1,262
| +229% | +$129K | 0.08% | 97 |
|
|
2015
Q2 | $63K | Buy |
+552
| New | +$63K | 0.04% | 161 |
|