San Luis Wealth Advisors’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 |
-2,360
| Closed | -$236K | – | 167 |
|
|
2023
Q1 | $236K | Buy |
+2,360
| New | +$236K | 0.09% | 147 |
|
|
2022
Q2 | – | Sell |
-2,126
| Closed | -$329K | – | 163 |
|
|
2022
Q1 | $329K | Buy |
+2,126
| New | +$329K | 0.16% | 115 |
|
|
2021
Q4 | – | Sell |
-2,189
| Closed | -$370K | – | 100 |
|
|
2021
Q3 | $370K | Buy |
+2,189
| New | +$370K | 0.21% | 99 |
|
|
2020
Q4 | $716K | Buy |
+3,954
| New | +$716K | 0.46% | 58 |
|