Madden Securities’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 |
-647
| Closed | -$56.2K | – | 161 |
|
|
2022
Q4 | $56.2K | Buy |
+647
| New | +$56.2K | 0.03% | 193 |
|
|
2021
Q3 | – | Sell |
-3,510
| Closed | -$617K | – | 121 |
|
|
2021
Q2 | $617K | Sell |
3,510
-584
| -14% | -$103K | 0.32% | 79 |
|
|
2021
Q1 | $755K | Sell |
4,094
-100
| -2% | -$18.4K | 0.44% | 64 |
|
|
2020
Q4 | $760K | Sell |
4,194
-400
| -9% | -$72.5K | 0.49% | 59 |
|
|
2020
Q3 | $570K | Buy |
4,594
+1,604
| +54% | +$199K | 0.42% | 70 |
|
|
2020
Q2 | $333K | Buy |
+2,990
| New | +$333K | 0.3% | 77 |
|
|
2019
Q4 | $430K | Buy |
+2,985
| New | +$430K | 0.43% | 68 |
|