Jackson Wealth Management’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 |
-2,585
| Closed | -$400K | – | 114 |
|
|
2021
Q4 | $400K | Buy |
+2,585
| New | +$400K | 0.05% | 107 |
|
|
2021
Q3 | – | Sell |
-1,309
| Closed | -$230K | – | 96 |
|
|
2021
Q2 | $230K | Buy |
1,309
+100
| +8% | +$17.6K | 0.03% | 119 |
|
|
2021
Q1 | $223K | Hold |
1,209
| – | – | 0.03% | 114 |
|
|
2020
Q4 | $219K | Buy |
+1,209
| New | +$219K | 0.03% | 125 |
|
|
2020
Q1 | – | Sell |
-1,651
| Closed | -$230K | – | 115 |
|
|
2019
Q4 | $230K | Buy |
+1,651
| New | +$230K | 0.04% | 142 |
|
|
2015
Q4 | – | Sell |
-2,218
| Closed | -$227K | – | 77 |
|
|
2015
Q3 | $227K | Buy |
2,218
+100
| +5% | +$10.2K | 0.08% | 94 |
|
|
2015
Q2 | $239K | Buy |
2,118
+559
| +36% | +$63.1K | 0.08% | 100 |
|
|
2015
Q1 | $163K | Buy |
+1,559
| New | +$163K | 0.05% | 112 |
|