Mid Atlantic Financial 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
Q3 | $5.13M | Buy |
30,304
+1,127
| +4% | +$191K | 0.34% | 63 |
|
|
2021
Q2 | $5.13M | Sell |
29,177
-1,779
| -6% | -$313K | 0.35% | 61 |
|
|
2021
Q1 | $5.71M | Buy |
30,956
+1,958
| +7% | +$361K | 0.42% | 48 |
|
|
2020
Q4 | $5.25M | Buy |
28,998
+2,487
| +9% | +$451K | 0.4% | 52 |
|
|
2020
Q3 | $3.78M | Sell |
26,511
-2,144
| -7% | -$306K | 0.33% | 69 |
|
|
2020
Q2 | $3.2M | Sell |
28,655
-923
| -3% | -$103K | 0.31% | 73 |
|
|
2020
Q1 | $2.86M | Sell |
29,578
-8,431
| -22% | -$814K | 0.33% | 68 |
|
|
2019
Q4 | $5.5M | Buy |
38,009
+2,061
| +6% | +$298K | 0.51% | 35 |
|
|
2019
Q3 | $4.69M | Sell |
35,948
-223
| -0.6% | -$29.1K | 0.5% | 40 |
|
|
2019
Q2 | $5.05M | Buy |
36,171
+2,165
| +6% | +$302K | 0.53% | 29 |
|
|
2019
Q1 | $3.78M | Buy |
34,006
+2,862
| +9% | +$318K | 0.41% | 49 |
|
|
2018
Q4 | $3.42M | Buy |
+31,144
| New | +$3.42M | 0.42% | 54 |
|