JFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,228
| Closed | -$273K | – | 64 |
|
|
2024
Q1 | $273K | Buy |
+2,228
| New | +$273K | 0.07% | 47 |
|
|
2022
Q1 | – | Sell |
-2,217
| Closed | -$343K | – | 45 |
|
|
2021
Q4 | $343K | Sell |
2,217
-183
| -8% | -$28.3K | 0.13% | 30 |
|
|
2021
Q3 | $406K | Buy |
2,400
+6
| +0.3% | +$1.02K | 0.19% | 23 |
|
|
2021
Q2 | $421K | Buy |
+2,394
| New | +$421K | 0.19% | 18 |
|
|
2020
Q4 | – | Sell |
-211
| Closed | -$26.2K | – | 56 |
|
|
2020
Q3 | $26.2K | Buy |
+211
| New | +$26.2K | 0.02% | 44 |
|