Lake Point 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
Q2 | $9K | Hold |
94
| – | – | 0.01% | 160 |
|
|
2022
Q1 | $13K | Hold |
94
| – | – | 0.01% | 138 |
|
|
2021
Q4 | $15K | Hold |
94
| – | – | 0.01% | 137 |
|
|
2021
Q3 | $16K | Sell |
94
-10
| -10% | -$1.7K | 0.01% | 123 |
|
|
2021
Q2 | $18K | Buy |
+104
| New | +$18K | 0.01% | 128 |
|
|
2020
Q1 | $7K | Sell |
75
-144
| -66% | -$13.4K | 0.01% | 132 |
|
|
2019
Q4 | $32K | Buy |
+219
| New | +$32K | 0.01% | 160 |
|
|
2019
Q2 | $111K | Hold |
792
| – | – | 0.04% | 71 |
|
|
2019
Q1 | $111K | Sell |
792
-450
| -36% | -$63.1K | 0.04% | 71 |
|
|
2018
Q4 | $136K | Buy |
+1,242
| New | +$136K | 0.05% | 186 |
|