Schubert & Co’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 |
-127
| Closed | -$12.7K | – | 445 |
|
|
2023
Q1 | $12.7K | Buy |
127
+51
| +67% | +$5.11K | 0.01% | 183 |
|
|
2022
Q4 | $6.6K | Sell |
76
-66
| -46% | -$5.73K | 0.01% | 329 |
|
|
2022
Q3 | $13K | Buy |
142
+74
| +109% | +$6.78K | 0.01% | 151 |
|
|
2022
Q2 | $6K | Buy |
68
+19
| +39% | +$1.68K | 0.01% | 285 |
|
|
2022
Q1 | $7K | Buy |
49
+20
| +69% | +$2.86K | 0.01% | 132 |
|
|
2021
Q4 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 153 |
|