LifePlan Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $196K | Buy |
1,578
+16
| +1% | +$1.99K | 0.08% | 133 |
|
|
2020
Q2 | $174K | Hold |
1,562
| – | – | 0.08% | 134 |
|
|
2020
Q1 | $151K | Sell |
1,562
-33
| -2% | -$3.19K | 0.08% | 133 |
|
|
2019
Q4 | $231K | Hold |
1,595
| – | – | 0.1% | 122 |
|
|
2019
Q3 | $208K | Hold |
1,595
| – | – | 0.1% | 128 |
|
|
2019
Q2 | $223K | Sell |
1,595
-27
| -2% | -$3.78K | 0.11% | 122 |
|
|
2019
Q1 | $180K | Hold |
1,622
| – | – | 0.1% | 133 |
|
|
2018
Q4 | $178K | Sell |
1,622
-27
| -2% | -$2.96K | 0.11% | 131 |
|
|
2018
Q3 | $193K | Hold |
1,649
| – | – | 0.1% | 126 |
|
|
2018
Q2 | $173K | Buy |
1,649
+23
| +1% | +$2.41K | 0.1% | 131 |
|
|
2018
Q1 | $163K | Buy |
+1,626
| New | +$163K | 0.1% | 129 |
|
|
2014
Q2 | – | Sell |
-1,376
| Closed | -$110K | – | 99 |
|
|
2014
Q1 | $110K | Hold |
1,376
| – | – | 0.09% | 82 |
|
|
2013
Q4 | $105K | Hold |
1,376
| – | – | 0.07% | 79 |
|
|
2013
Q3 | $89K | Hold |
1,376
| – | – | 0.07% | 73 |
|
|
2013
Q2 | $87K | Buy |
+1,376
| New | +$87K | 0.1% | 57 |
|