OAM
Optimal Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.54M | Buy |
20,948
+16
| +0.1% | +$2.71K | 0.44% | 79 |
|
|
2021
Q2 | $3.68M | Hold |
20,932
| – | – | 0.44% | 73 |
|
|
2021
Q1 | $3.86M | Sell |
20,932
-1,100
| -5% | -$203K | 0.5% | 64 |
|
|
2020
Q4 | $3.99M | Sell |
22,032
-7
| -0% | -$1.27K | 0.57% | 39 |
|
|
2020
Q3 | $2.74M | Buy |
22,039
+3,034
| +16% | +$377K | 0.4% | 74 |
|
|
2020
Q2 | $2.12M | Sell |
19,005
-34,292
| -64% | -$3.82M | 0.34% | 95 |
|
|
2020
Q1 | $5.15K | Buy |
53,297
+20,514
| +63% | +$1.98K | 0.48% | 54 |
|
|
2019
Q4 | $4.74M | Buy |
+32,783
| New | +$4.74M | 0.72% | 20 |
|