Searcy Financial 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
Q1 | – | Sell |
-1,818
| Closed | -$282K | – | 23 |
|
|
2021
Q4 | $282K | Sell |
1,818
-39,142
| -96% | -$6.07M | 0.13% | 20 |
|
|
2021
Q3 | $6.93M | Buy |
40,960
+451
| +1% | +$76.3K | 4.23% | 12 |
|
|
2021
Q2 | $7.12M | Sell |
40,509
-29
| -0.1% | -$5.1K | 4.31% | 13 |
|
|
2021
Q1 | $7.48M | Sell |
40,538
-2,978
| -7% | -$549K | 4.74% | 11 |
|
|
2020
Q4 | $7.88M | Sell |
43,516
-3
| -0% | -$544 | 4.71% | 12 |
|
|
2020
Q3 | $5.4M | Buy |
+43,519
| New | +$5.4M | 4.04% | 13 |
|