LGA
Lebenthal Global Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,701
| Closed | -$233K | – | 135 |
|
|
2022
Q1 | $233K | Sell |
1,701
-600
| -26% | -$82.2K | 0.1% | 135 |
|
|
2021
Q4 | $356K | Sell |
2,301
-84
| -4% | -$13K | 0.14% | 111 |
|
|
2021
Q3 | $403K | Buy |
2,385
+203
| +9% | +$34.3K | 0.25% | 73 |
|
|
2021
Q2 | $383K | Sell |
2,182
-1,524
| -41% | -$268K | 0.21% | 95 |
|
|
2021
Q1 | $683K | Buy |
3,706
+1,760
| +90% | +$324K | 0.42% | 29 |
|
|
2020
Q4 | $352K | Buy |
+1,946
| New | +$352K | 0.25% | 52 |
|