Planning Center Inc’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,203
| Closed | -$222K | – | 73 |
|
|
2023
Q1 | $222K | Sell |
2,203
-163
| -7% | -$16.4K | 0.06% | 59 |
|
|
2022
Q4 | $206K | Buy |
+2,366
| New | +$206K | 0.06% | 68 |
|
|
2022
Q2 | – | Sell |
-1,659
| Closed | -$228K | – | 52 |
|
|
2022
Q1 | $228K | Buy |
1,659
+129
| +8% | +$17.7K | 0.66% | 41 |
|
|
2021
Q4 | $218K | Buy |
+1,530
| New | +$218K | 0.17% | 47 |
|