Lionsbridge Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,171
| Closed | -$1.88M | – | 54 |
|
|
2021
Q1 | $1.88M | Buy |
10,171
+81
| +0.8% | +$14.9K | 1.83% | 18 |
|
|
2020
Q4 | $1.83M | Buy |
10,090
+128
| +1% | +$23.2K | 1.97% | 15 |
|
|
2020
Q3 | $1.24M | Sell |
9,962
-313
| -3% | -$38.8K | 1.49% | 24 |
|
|
2020
Q2 | $1.15M | Sell |
10,275
-99
| -1% | -$11K | 1.29% | 25 |
|
|
2020
Q1 | $1M | Buy |
10,374
+2,295
| +28% | +$222K | 1.2% | 22 |
|
|
2019
Q4 | $1.18M | Buy |
+8,079
| New | +$1.18M | 1.1% | 34 |
|