JOYN Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $553K | Buy |
5,725
+1,258
| +28% | +$122K | 0.18% | 43 |
|
|
2019
Q4 | $646K | Sell |
4,467
-105
| -2% | -$15.2K | 0.14% | 42 |
|
|
2019
Q3 | $596K | Sell |
4,572
-3,092
| -40% | -$403K | 0.13% | 42 |
|
|
2019
Q2 | $1.06M | Buy |
7,664
+3,278
| +75% | +$453K | 0.24% | 30 |
|
|
2019
Q1 | $487K | Sell |
4,386
-3,004
| -41% | -$334K | 0.11% | 47 |
|
|
2018
Q4 | $810K | Buy |
7,390
+567
| +8% | +$62.1K | 0.18% | 37 |
|
|
2018
Q3 | $798K | Buy |
6,823
+443
| +7% | +$51.8K | 0.15% | 36 |
|
|
2018
Q2 | $669K | Buy |
6,380
+5,064
| +385% | +$531K | 0.14% | 43 |
|
|
2018
Q1 | $132K | Sell |
1,316
-1,371
| -51% | -$138K | 0.03% | 185 |
|
|
2017
Q4 | $289K | Buy |
+2,687
| New | +$289K | 0.06% | 126 |
|