Independent Family Office’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 |
-2,570
| Closed | -$474K | – | 60 |
|
|
2021
Q1 | $474K | Hold |
2,570
| – | – | 0.19% | 40 |
|
|
2020
Q4 | $466K | Buy |
2,570
+60
| +2% | +$10.9K | 0.19% | 40 |
|
|
2020
Q3 | $311K | Sell |
2,510
-60
| -2% | -$7.43K | 0.15% | 47 |
|
|
2020
Q2 | $287K | Hold |
2,570
| – | – | 0.15% | 49 |
|
|
2020
Q1 | $248K | Buy |
+2,570
| New | +$248K | 0.15% | 47 |
|