Howard Wealth Management’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 | – | Sell |
-1,492
| Closed | -$275K | – | 129 |
|
|
2021
Q1 | $275K | Sell |
1,492
-354
| -19% | -$65.2K | 0.16% | 105 |
|
|
2020
Q4 | $334K | Sell |
1,846
-205
| -10% | -$37.1K | 0.21% | 94 |
|
|
2020
Q3 | $254K | Sell |
2,051
-91
| -4% | -$11.3K | 0.18% | 103 |
|
|
2020
Q2 | $238K | Buy |
2,142
+52
| +2% | +$5.78K | 0.19% | 100 |
|
|
2020
Q1 | $201K | Buy |
2,090
+621
| +42% | +$59.7K | 0.21% | 93 |
|
|
2019
Q4 | $212K | Buy |
+1,469
| New | +$212K | 0.18% | 93 |
|