NEIRG Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,094
| Closed | -$292K | – | 144 |
|
|
2022
Q3 | $292K | Sell |
3,094
-247
| -7% | -$23.3K | 0.06% | 123 |
|
|
2022
Q2 | $315K | Buy |
3,341
+303
| +10% | +$28.6K | 0.07% | 120 |
|
|
2022
Q1 | $417K | Buy |
3,038
+615
| +25% | +$84.4K | 0.08% | 106 |
|
|
2021
Q4 | $375K | Buy |
+2,423
| New | +$375K | 0.07% | 99 |
|