Pettinga Financial Advisors’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 |
-1,393
| Closed | -$216K | – | 108 |
|
|
2021
Q4 | $216K | Sell |
1,393
-4
| -0.3% | -$620 | 0.05% | 101 |
|
|
2021
Q3 | $236K | Buy |
1,397
+10
| +0.7% | +$1.69K | 0.06% | 99 |
|
|
2021
Q2 | $244K | Hold |
1,387
| – | – | 0.07% | 97 |
|
|
2021
Q1 | $256K | Sell |
1,387
-467
| -25% | -$86.2K | 0.07% | 85 |
|
|
2020
Q4 | $336K | Buy |
+1,854
| New | +$336K | 0.12% | 66 |
|
|
2020
Q1 | – | Sell |
-1,501
| Closed | -$217K | – | 74 |
|
|
2019
Q4 | $217K | Buy |
+1,501
| New | +$217K | 0.12% | 79 |
|
|
2019
Q3 | – | Sell |
-1,623
| Closed | -$227K | – | 88 |
|
|
2019
Q2 | $227K | Buy |
+1,623
| New | +$227K | 0.12% | 84 |
|