Investors Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-10,379
| Closed | -$1.61M | – | 51 |
|
2021
Q4 | $1.61M | Buy |
10,379
+3,579
| +53% | +$554K | 0.75% | 27 |
|
2021
Q3 | $1.15M | Buy |
6,800
+220
| +3% | +$37.2K | 0.61% | 39 |
|
2021
Q2 | $1.16M | Sell |
6,580
-138
| -2% | -$24.3K | 0.62% | 40 |
|
2021
Q1 | $1.24M | Buy |
6,718
+236
| +4% | +$43.6K | 0.73% | 31 |
|
2020
Q4 | $1.17M | Sell |
6,482
-256
| -4% | -$46.4K | 0.78% | 30 |
|
2020
Q3 | $836K | Buy |
6,738
+37
| +0.6% | +$4.59K | 0.63% | 43 |
|
2020
Q2 | $747K | Buy |
6,701
+1,071
| +19% | +$119K | 0.61% | 47 |
|
2020
Q1 | $544K | Buy |
5,630
+3,123
| +125% | +$302K | 0.55% | 56 |
|
2019
Q4 | $363K | Buy |
+2,507
| New | +$363K | 0.3% | 86 |
|