Laurel Wealth Planning’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-125
| Closed | -$10.9K | – | 94 |
|
|
2022
Q4 | $10.9K | Hold |
125
| – | – | 0.01% | 155 |
|
|
2022
Q3 | $12K | Hold |
125
| – | – | 0.01% | 152 |
|
|
2022
Q2 | $12K | Hold |
125
| – | – | 0.01% | 154 |
|
|
2022
Q1 | $17K | Sell |
125
-375
| -75% | -$51K | 0.01% | 164 |
|
|
2021
Q4 | $77K | Hold |
500
| – | – | 0.06% | 81 |
|
|
2021
Q3 | $85K | Hold |
500
| – | – | 0.07% | 78 |
|
|
2021
Q2 | $88K | Buy |
+500
| New | +$88K | 0.08% | 58 |
|