LifePro Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,582
| Closed | -$409K | – | 109 |
|
2023
Q2 | $409K | Buy |
+4,582
| New | +$409K | 0.32% | 65 |
|
2022
Q3 | – | Sell |
-4,766
| Closed | -$450K | – | 88 |
|
2022
Q2 | $450K | Buy |
4,766
+61
| +1% | +$5.76K | 0.23% | 72 |
|
2022
Q1 | $645K | Buy |
4,705
+1,018
| +28% | +$140K | 0.23% | 61 |
|
2021
Q4 | $571K | Buy |
3,687
+827
| +29% | +$128K | 0.17% | 62 |
|
2021
Q3 | $484K | Buy |
2,860
+240
| +9% | +$40.6K | 0.15% | 59 |
|
2021
Q2 | $461K | Buy |
2,620
+13
| +0.5% | +$2.29K | 0.14% | 52 |
|
2021
Q1 | $481K | Sell |
2,607
-624
| -19% | -$115K | 0.15% | 48 |
|
2020
Q4 | $585K | Buy |
+3,231
| New | +$585K | 0.18% | 44 |
|