Harvest Investment 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 |
-1,687
| Closed | -$261K | – | 198 |
|
2021
Q4 | $261K | Buy |
1,687
+51
| +3% | +$7.89K | 0.11% | 213 |
|
2021
Q3 | $276K | Sell |
1,636
-102
| -6% | -$17.2K | 0.11% | 220 |
|
2021
Q2 | $305K | Buy |
+1,738
| New | +$305K | 0.13% | 209 |
|
2019
Q3 | – | Sell |
-2,152
| Closed | -$304K | – | 159 |
|
2019
Q2 | $304K | Buy |
+2,152
| New | +$304K | 0.17% | 107 |
|