Sanford Advisory Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,156
| Closed | -$203K | – | 120 |
|
|
2022
Q3 | $203K | Sell |
2,156
-381
| -15% | -$35.9K | 0.06% | 104 |
|
|
2022
Q2 | $239K | Buy |
2,537
+100
| +4% | +$9.42K | 0.07% | 102 |
|
|
2022
Q1 | $334K | Buy |
2,437
+59
| +2% | +$8.09K | 0.09% | 82 |
|
|
2021
Q4 | $368K | Sell |
2,378
-46
| -2% | -$7.12K | 0.08% | 80 |
|
|
2021
Q3 | $410K | Buy |
2,424
+46
| +2% | +$7.78K | 0.1% | 74 |
|
|
2021
Q2 | $418K | Hold |
2,378
| – | – | 0.11% | 73 |
|
|
2021
Q1 | $439K | Hold |
2,378
| – | – | 0.12% | 66 |
|
|
2020
Q4 | $431K | Buy |
+2,378
| New | +$431K | 0.14% | 61 |
|