Lee Capital Holdings’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 | – | Sell |
-5,500
| Closed | -$754K | – | 57 |
|
2022
Q1 | $754K | Buy |
5,500
+1,150
| +26% | +$158K | 0.42% | 48 |
|
2021
Q4 | $674K | Buy |
+4,350
| New | +$674K | 0.35% | 55 |
|
2018
Q4 | – | Sell |
-10,500
| Closed | -$1.23M | – | 45 |
|
2018
Q3 | $1.23M | Buy |
+10,500
| New | +$1.23M | 0.88% | 41 |
|