Northstar Wealth Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $461K | Sell |
3,719
-1,933
| -34% | -$240K | 0.21% | 92 |
|
|
2020
Q2 | $630K | Buy |
5,652
+743
| +15% | +$82.8K | 0.26% | 92 |
|
|
2020
Q1 | $474K | Sell |
4,909
-300
| -6% | -$29K | 0.24% | 93 |
|
|
2019
Q4 | $753K | Buy |
5,209
+287
| +6% | +$41.5K | 0.31% | 89 |
|
|
2019
Q3 | $641K | Buy |
4,922
+859
| +21% | +$112K | 0.28% | 90 |
|
|
2019
Q2 | $567K | Buy |
4,063
+76
| +2% | +$10.6K | 0.25% | 102 |
|
|
2019
Q1 | $443K | Buy |
3,987
+13
| +0.3% | +$1.44K | 0.2% | 114 |
|
|
2018
Q4 | $436K | Sell |
3,974
-30
| -0.7% | -$3.29K | 0.23% | 107 |
|
|
2018
Q3 | $468K | Sell |
4,004
-367
| -8% | -$42.9K | 0.22% | 109 |
|
|
2018
Q2 | $458K | Sell |
4,371
-229
| -5% | -$24K | 0.23% | 116 |
|
|
2018
Q1 | $462K | Buy |
4,600
+1,817
| +65% | +$182K | 0.24% | 113 |
|
|
2017
Q4 | $306K | Buy |
2,783
+344
| +14% | +$37.8K | 0.27% | 96 |
|
|
2017
Q3 | $242K | Sell |
2,439
-774
| -24% | -$76.8K | 0.24% | 107 |
|
|
2017
Q2 | $332K | Sell |
3,213
-658
| -17% | -$68K | 0.3% | 97 |
|
|
2017
Q1 | $437K | Buy |
+3,871
| New | +$437K | 0.41% | 77 |
|