Point View Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $759K | Sell |
4,191
-1,572
| -27% | -$285K | 0.31% | 109 |
|
|
2020
Q3 | $715K | Buy |
5,763
+596
| +12% | +$73.9K | 0.34% | 93 |
|
|
2020
Q2 | $576K | Buy |
5,167
+441
| +9% | +$49.2K | 0.28% | 117 |
|
|
2020
Q1 | $457K | Sell |
4,726
-41
| -0.9% | -$3.97K | 0.25% | 127 |
|
|
2019
Q4 | $689K | Sell |
4,767
-225
| -5% | -$32.5K | 0.29% | 118 |
|
|
2019
Q3 | $651K | Sell |
4,992
-315
| -6% | -$41.1K | 0.29% | 115 |
|
|
2019
Q2 | $741K | Sell |
5,307
-44
| -0.8% | -$6.14K | 0.32% | 106 |
|
|
2019
Q1 | $594K | Buy |
5,351
+2,869
| +116% | +$318K | 0.26% | 127 |
|
|
2018
Q4 | $272K | Hold |
2,482
| – | – | 0.14% | 190 |
|
|
2018
Q3 | $290K | Buy |
2,482
+203
| +9% | +$23.7K | 0.13% | 201 |
|
|
2018
Q2 | $239K | Buy |
2,279
+224
| +11% | +$23.5K | 0.11% | 215 |
|
|
2018
Q1 | $206K | Buy |
+2,055
| New | +$206K | 0.1% | 229 |
|
|
2017
Q4 | – | Sell |
-2,095
| Closed | -$207K | – | 257 |
|
|
2017
Q3 | $207K | Buy |
2,095
+159
| +8% | +$15.7K | 0.1% | 228 |
|
|
2017
Q2 | $206K | Hold |
1,936
| – | – | 0.1% | 224 |
|
|
2017
Q1 | $220K | Sell |
1,936
-3
| -0.2% | -$341 | 0.11% | 213 |
|
|
2016
Q4 | $202K | Buy |
+1,939
| New | +$202K | 0.12% | 213 |
|
|
2016
Q3 | – | Sell |
-2,045
| Closed | -$200K | – | 240 |
|
|
2016
Q2 | $200K | Buy |
2,045
+25
| +1% | +$2.45K | 0.12% | 209 |
|
|
2016
Q1 | $201K | Buy |
2,020
+21
| +1% | +$2.09K | 0.13% | 196 |
|
|
2015
Q4 | $210K | Buy |
+1,999
| New | +$210K | 0.15% | 182 |
|