Security National Bank of Sioux City Iowa’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,454
| Closed | -$431K | – | 95 |
|
|
2021
Q2 | $431K | Sell |
2,454
-481
| -16% | -$84.5K | 0.34% | 67 |
|
|
2021
Q1 | $542K | Buy |
2,935
+140
| +5% | +$25.9K | 0.44% | 57 |
|
|
2020
Q4 | $506K | Hold |
2,795
| – | – | 0.43% | 63 |
|
|
2020
Q3 | $347K | Buy |
2,795
+500
| +22% | +$62.1K | 0.33% | 62 |
|
|
2020
Q2 | $256K | Hold |
2,295
| – | – | 0.28% | 72 |
|
|
2020
Q1 | $222K | Sell |
2,295
-272
| -11% | -$26.3K | 0.29% | 65 |
|
|
2019
Q4 | $371K | Hold |
2,567
| – | – | 0.36% | 65 |
|
|
2019
Q3 | $335K | Buy |
+2,567
| New | +$335K | 0.38% | 62 |
|