Kraematon Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,278
| Closed | -$203K | – | 80 |
|
|
2023
Q2 | $203K | Hold |
2,278
| – | – | 0.22% | 82 |
|
|
2023
Q1 | $228K | Sell |
2,278
-20
| -0.9% | -$2K | 0.26% | 73 |
|
|
2022
Q4 | $200K | Hold |
2,298
| – | – | 0.22% | 82 |
|
|
2022
Q3 | $217K | Hold |
2,298
| – | – | 0.28% | 76 |
|
|
2022
Q2 | $217K | Hold |
2,298
| – | – | 0.25% | 78 |
|
|
2022
Q1 | $315K | Buy |
2,298
+20
| +0.9% | +$2.74K | 0.3% | 69 |
|
|
2021
Q4 | $353K | Buy |
+2,278
| New | +$353K | 0.32% | 72 |
|