Newman & Schimel’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,557
| Closed | -$241K | – | 47 |
|
|
2021
Q4 | $241K | Sell |
1,557
-875
| -36% | -$135K | 0.14% | 43 |
|
|
2021
Q3 | $411K | Sell |
2,432
-175
| -7% | -$29.6K | 0.26% | 32 |
|
|
2021
Q2 | $458K | Hold |
2,607
| – | – | 0.29% | 30 |
|
|
2021
Q1 | $481K | Buy |
2,607
+1,209
| +86% | +$223K | 0.32% | 30 |
|
|
2020
Q4 | $253K | Buy |
+1,398
| New | +$253K | 0.21% | 39 |
|