HFS
Howard Financial Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,243
| Closed | -$306K | – | 143 |
|
|
2022
Q3 | $306K | Sell |
3,243
-31
| -0.9% | -$2.93K | 0.1% | 94 |
|
|
2022
Q2 | $309K | Buy |
3,274
+1,387
| +74% | +$131K | 0.1% | 86 |
|
|
2022
Q1 | $259K | Sell |
1,887
-35
| -2% | -$4.8K | 0.08% | 107 |
|
|
2021
Q4 | $298K | Buy |
1,922
+572
| +42% | +$88.7K | 0.09% | 89 |
|
|
2021
Q3 | $228K | Sell |
1,350
-191
| -12% | -$32.3K | 0.09% | 109 |
|
|
2021
Q2 | $271K | Buy |
1,541
+141
| +10% | +$24.8K | 0.11% | 94 |
|
|
2021
Q1 | $258K | Buy |
1,400
+39
| +3% | +$7.19K | 0.12% | 100 |
|
|
2020
Q4 | $247K | Buy |
+1,361
| New | +$247K | 0.13% | 91 |
|