HYA Advisors’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 |
-2,844
| Closed | -$390K | – | 148 |
|
|
2022
Q1 | $390K | Buy |
2,844
+379
| +15% | +$52K | 0.14% | 106 |
|
|
2021
Q4 | $382K | Buy |
2,465
+361
| +17% | +$55.9K | 0.14% | 109 |
|
|
2021
Q3 | $365K | Buy |
2,104
+200
| +11% | +$34.7K | 0.15% | 108 |
|
|
2021
Q2 | $335K | Sell |
1,904
-36
| -2% | -$6.33K | 0.14% | 112 |
|
|
2021
Q1 | $358K | Buy |
1,940
+341
| +21% | +$62.9K | 0.17% | 99 |
|
|
2020
Q4 | $290K | Buy |
+1,599
| New | +$290K | 0.15% | 105 |
|