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