Leelyn Smith’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 |
-677
| Closed | -$58.8K | – | 179 |
|
|
2022
Q4 | $58.8K | Buy |
677
+278
| +70% | +$24.1K | 0.02% | 165 |
|
|
2022
Q3 | $38K | Sell |
399
-4,601
| -92% | -$438K | 0.01% | 169 |
|
|
2022
Q2 | $472K | Sell |
5,000
-15,778
| -76% | -$1.49M | 0.12% | 93 |
|
|
2022
Q1 | $2.85M | Buy |
20,778
+1,921
| +10% | +$263K | 0.74% | 37 |
|
|
2021
Q4 | $2.92M | Buy |
18,857
+454
| +2% | +$70.3K | 0.78% | 33 |
|
|
2021
Q3 | $3.11M | Buy |
18,403
+1,021
| +6% | +$173K | 0.9% | 23 |
|
|
2021
Q2 | $3.06M | Sell |
17,382
-1,099
| -6% | -$193K | 0.9% | 25 |
|
|
2021
Q1 | $3.41M | Buy |
18,481
+503
| +3% | +$92.8K | 1.01% | 21 |
|
|
2020
Q4 | $3.26M | Buy |
17,978
+599
| +3% | +$109K | 1.04% | 21 |
|
|
2020
Q3 | $2.06M | Buy |
17,379
+1,364
| +9% | +$161K | 0.73% | 33 |
|
|
2020
Q2 | $1.79M | Buy |
16,015
+1,909
| +14% | +$213K | 0.74% | 34 |
|
|
2020
Q1 | $1.36M | Buy |
14,106
+3,555
| +34% | +$344K | 0.73% | 36 |
|
|
2019
Q4 | $1.53K | Buy |
+10,551
| New | +$1.53K | 0.73% | 34 |
|