Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,192
| Closed | -$202K | – | 78 |
|
|
2021
Q3 | $202K | Hold |
1,192
| – | – | 0.09% | 76 |
|
|
2021
Q2 | $210K | Hold |
1,192
| – | – | 0.08% | 78 |
|
|
2021
Q1 | $220K | Sell |
1,192
-131
| -10% | -$24.2K | 0.1% | 72 |
|
|
2020
Q4 | $240K | Buy |
+1,323
| New | +$240K | 0.11% | 61 |
|
|
2020
Q1 | – | Sell |
-1,023
| Closed | -$148K | – | 201 |
|
|
2019
Q4 | $148K | Sell |
1,023
-18
| -2% | -$2.6K | 0.06% | 84 |
|
|
2019
Q3 | $136K | Buy |
1,041
+88
| +9% | +$11.5K | 0.06% | 83 |
|
|
2019
Q2 | $133K | Buy |
+953
| New | +$133K | 0.06% | 75 |
|