Innova Wealth Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,791
| Closed | -$219K | – | 83 |
|
|
2024
Q1 | $219K | Buy |
+1,791
| New | +$219K | 0.17% | 72 |
|
|
2022
Q2 | – | Sell |
-1,503
| Closed | -$206K | – | 53 |
|
|
2022
Q1 | $206K | Buy |
1,503
+2
| +0.1% | +$274 | 0.15% | 69 |
|
|
2021
Q4 | $232K | Sell |
1,501
-15
| -1% | -$2.32K | 0.16% | 64 |
|
|
2021
Q3 | $256K | Hold |
1,516
| – | – | 0.2% | 56 |
|
|
2021
Q2 | $266K | Buy |
1,516
+15
| +1% | +$2.63K | 0.21% | 54 |
|
|
2021
Q1 | $277K | Buy |
1,501
+10
| +0.7% | +$1.85K | 0.24% | 51 |
|
|
2020
Q4 | $270K | Buy |
+1,491
| New | +$270K | 0.25% | 49 |
|