Royal Harbor Partners’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 |
-1,530
| Closed | -$210K | – | 72 |
|
|
2022
Q1 | $210K | Sell |
1,530
-19
| -1% | -$2.61K | 0.13% | 79 |
|
|
2021
Q4 | $240K | Sell |
1,549
-7,118
| -82% | -$1.1M | 0.15% | 73 |
|
|
2021
Q3 | $1.47M | Buy |
8,667
+40
| +0.5% | +$6.77K | 1.04% | 26 |
|
|
2021
Q2 | $1.52M | Buy |
8,627
+252
| +3% | +$44.3K | 1.01% | 27 |
|
|
2021
Q1 | $1.55M | Sell |
8,375
-439
| -5% | -$81K | 1.18% | 20 |
|
|
2020
Q4 | $1.6M | Buy |
8,814
+389
| +5% | +$70.5K | 1.34% | 16 |
|
|
2020
Q3 | $1.05M | Sell |
8,425
-28
| -0.3% | -$3.47K | 0.98% | 18 |
|
|
2020
Q2 | $943K | Buy |
+8,453
| New | +$943K | 0.93% | 23 |
|
|
2020
Q1 | – | Sell |
-1,666
| Closed | -$241K | – | 71 |
|
|
2019
Q4 | $241K | Buy |
+1,666
| New | +$241K | 0.23% | 54 |
|