Lee Financial Group Hawaii’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23,052
| Closed | -$2.23M | – | 40 |
|
|
2020
Q1 | $2.23M | Sell |
23,052
-706
| -3% | -$68.2K | 2.55% | 13 |
|
|
2019
Q4 | $3.44M | Sell |
23,758
-1,041
| -4% | -$151K | 2.71% | 15 |
|
|
2019
Q3 | $3.23M | Sell |
24,799
-414
| -2% | -$54K | 2.88% | 13 |
|
|
2019
Q2 | $3.52M | Sell |
25,213
-644
| -2% | -$89.9K | 3.01% | 15 |
|
|
2019
Q1 | $2.87M | Buy |
25,857
+603
| +2% | +$67K | 2.67% | 11 |
|
|
2018
Q4 | $2.77M | Buy |
25,254
+225
| +0.9% | +$24.7K | 2.97% | 10 |
|
|
2018
Q3 | $2.93M | Buy |
25,029
+959
| +4% | +$112K | 2.6% | 13 |
|
|
2018
Q2 | $2.52M | Buy |
24,070
+857
| +4% | +$89.8K | 2.34% | 17 |
|
|
2018
Q1 | $2.33M | Buy |
23,213
+514
| +2% | +$51.6K | 2.25% | 18 |
|
|
2017
Q4 | $2.44M | Buy |
+22,699
| New | +$2.44M | 2.27% | 19 |
|