Monument Capital 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
Q4 | – | Sell |
-2,691
| Closed | -$455K | – | 147 |
|
|
2021
Q3 | $455K | Buy |
+2,691
| New | +$455K | 0.15% | 110 |
|
|
2018
Q4 | – | Sell |
-232
| Closed | -$27K | – | 160 |
|
|
2018
Q3 | $27K | Hold |
232
| – | – | 0.02% | 147 |
|
|
2018
Q2 | $24K | Hold |
232
| – | – | 0.02% | 107 |
|
|
2018
Q1 | $22K | Hold |
232
| – | – | 0.02% | 102 |
|
|
2017
Q4 | $24K | Buy |
+232
| New | +$24K | 0.02% | 94 |
|