Hoover Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $317K | Buy |
1,804
+423
| +31% | +$74.3K | 0.06% | 95 |
|
|
2021
Q1 | $251K | Buy |
1,381
+37
| +3% | +$6.73K | 0.05% | 103 |
|
|
2020
Q4 | $233K | Buy |
+1,344
| New | +$233K | 0.06% | 97 |
|
|
2020
Q3 | – | Sell |
-1,265
| Closed | -$141K | – | 266 |
|
|
2020
Q2 | $141K | Buy |
+1,265
| New | +$141K | 0.05% | 115 |
|
|
2020
Q1 | – | Sell |
-1,587
| Closed | -$230K | – | 88 |
|
|
2019
Q4 | $230K | Buy |
1,587
+25
| +2% | +$3.62K | 0.11% | 79 |
|
|
2019
Q3 | $204K | Sell |
1,562
-50
| -3% | -$6.53K | 0.18% | 55 |
|
|
2019
Q2 | $225K | Buy |
+1,612
| New | +$225K | 0.21% | 51 |
|