Life Planning Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5
| Closed | -$452 | – | 104 |
|
2023
Q4 | $452 | Buy |
+5
| New | +$452 | ﹤0.01% | 250 |
|
2022
Q3 | $472 | Hold |
5
| – | – | ﹤0.01% | 178 |
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 179 |
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 178 |
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 166 |
|