Heron Financial Group’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 |
-1,670
| Closed | -$229K | – | 142 |
|
|
2022
Q1 | $229K | Hold |
1,670
| – | – | 0.12% | 139 |
|
|
2021
Q4 | $241K | Hold |
1,670
| – | – | 0.13% | 125 |
|
|
2021
Q3 | $283K | Hold |
1,670
| – | – | 0.16% | 111 |
|
|
2021
Q2 | $294K | Sell |
1,670
-15
| -0.9% | -$2.64K | 0.17% | 107 |
|
|
2021
Q1 | $318K | Buy |
1,685
+278
| +20% | +$52.5K | 0.19% | 102 |
|
|
2020
Q4 | $251K | Buy |
+1,407
| New | +$251K | 0.17% | 112 |
|