Pinnacle Family 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
Q2 | – | Sell |
-1,742
| Closed | -$239K | – | 89 |
|
2022
Q1 | $239K | Buy |
1,742
+107
| +7% | +$14.7K | 0.13% | 105 |
|
2021
Q4 | $253K | Sell |
1,635
-951
| -37% | -$147K | 0.11% | 90 |
|
2021
Q3 | $438K | Sell |
2,586
-25
| -1% | -$4.23K | 0.2% | 71 |
|
2021
Q2 | $459K | Buy |
2,611
+77
| +3% | +$13.5K | 0.2% | 74 |
|
2021
Q1 | $468K | Sell |
2,534
-78
| -3% | -$14.4K | 0.25% | 68 |
|
2020
Q4 | $473K | Buy |
2,612
+312
| +14% | +$56.5K | 0.29% | 66 |
|
2020
Q3 | $285K | Sell |
2,300
-651
| -22% | -$80.7K | 0.19% | 55 |
|
2020
Q2 | $329K | Sell |
2,951
-119
| -4% | -$13.3K | 0.29% | 48 |
|
2020
Q1 | $303K | Buy |
+3,070
| New | +$303K | 0.36% | 45 |
|