New England Investment & Retirement Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-772
| Closed | -$75K | – | 99 |
|
|
2020
Q1 | $75K | Sell |
772
-5,874
| -88% | -$571K | 0.03% | 73 |
|
|
2019
Q4 | $961K | Buy |
6,646
+262
| +4% | +$37.9K | 0.33% | 37 |
|
|
2019
Q3 | $832K | Buy |
6,384
+422
| +7% | +$55K | 0.35% | 33 |
|
|
2019
Q2 | $833K | Buy |
5,962
+1,159
| +24% | +$162K | 0.34% | 33 |
|
|
2019
Q1 | $533K | Buy |
+4,803
| New | +$533K | 0.24% | 39 |
|