Private Harbour Investment Management & Counsel’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,039
| Closed | -$1.46M | – | 57 |
|
|
2020
Q4 | $1.46M | Sell |
8,039
-150
| -2% | -$27.2K | 1.44% | 35 |
|
|
2020
Q3 | $1.02M | Sell |
8,189
-134
| -2% | -$16.6K | 1.08% | 39 |
|
|
2020
Q2 | $928K | Sell |
8,323
-189
| -2% | -$21.1K | 1.01% | 41 |
|
|
2020
Q1 | $822K | Sell |
8,512
-41
| -0.5% | -$3.96K | 0.97% | 43 |
|
|
2019
Q4 | $1.24M | Sell |
8,553
-412
| -5% | -$59.6K | 1.27% | 34 |
|
|
2019
Q3 | $1.17M | Hold |
8,965
| – | – | 1.21% | 33 |
|
|
2019
Q2 | $1.25M | Sell |
8,965
-65
| -0.7% | -$9.08K | 1.29% | 34 |
|
|
2019
Q1 | $1M | Buy |
+9,030
| New | +$1M | 1.04% | 40 |
|