PagnatoKarp 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
Q2 | – | Sell |
-3,942
| Closed | -$381K | – | 37 |
|
2020
Q1 | $381K | Sell |
3,942
-463
| -11% | -$44.8K | 0.09% | 108 |
|
2019
Q4 | $641K | Sell |
4,405
-65
| -1% | -$9.46K | 0.11% | 87 |
|
2019
Q3 | $583K | Buy |
4,470
+2,539
| +131% | +$331K | 0.12% | 90 |
|
2019
Q2 | $270K | Buy |
+1,931
| New | +$270K | 0.06% | 152 |
|
2017
Q1 | – | Sell |
-3,634
| Closed | -$381K | – | 122 |
|
2016
Q4 | $381K | Buy |
+3,634
| New | +$381K | 0.11% | 88 |
|