Invictus RG’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,224
| Closed | -$222K | – | 15 |
|
|
2020
Q4 | $222K | Buy |
+1,224
| New | +$222K | 2.26% | 13 |
|
|
2017
Q3 | – | Sell |
-57
| Closed | -$6K | – | 544 |
|
|
2017
Q2 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 580 |
|
|
2017
Q1 | – | Sell |
-7,371
| Closed | -$768K | – | 731 |
|
|
2016
Q4 | $768K | Buy |
+7,371
| New | +$768K | 0.51% | 17 |
|
|
2016
Q1 | – | Sell |
-2,172
| Closed | -$228K | – | 620 |
|
|
2015
Q4 | $228K | Buy |
+2,172
| New | +$228K | 0.22% | 173 |
|