MRA Advisory Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,717
| Closed | -$236K | – | 109 |
|
2022
Q1 | $236K | Sell |
1,717
-4,004
| -70% | -$550K | 0.18% | 89 |
|
2021
Q4 | $886K | Buy |
5,721
+844
| +17% | +$131K | 0.69% | 31 |
|
2021
Q3 | $825K | Buy |
4,877
+181
| +4% | +$30.6K | 0.7% | 35 |
|
2021
Q2 | $825K | Sell |
4,696
-329
| -7% | -$57.8K | 0.71% | 31 |
|
2021
Q1 | $927K | Sell |
5,025
-209
| -4% | -$38.6K | 0.87% | 28 |
|
2020
Q4 | $948K | Buy |
+5,234
| New | +$948K | 0.93% | 29 |
|