Sentinel Pension Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,231
| Closed | -$211K | – | 85 |
|
|
2022
Q2 | $211K | Buy |
+2,231
| New | +$211K | 0.07% | 81 |
|
|
2022
Q1 | – | Sell |
-2,033
| Closed | -$315K | – | 91 |
|
|
2021
Q4 | $315K | Buy |
+2,033
| New | +$315K | 0.1% | 77 |
|
|
2021
Q3 | – | Sell |
-1,162
| Closed | -$204K | – | 90 |
|
|
2021
Q2 | $204K | Buy |
+1,162
| New | +$204K | 0.07% | 83 |
|
|
2021
Q1 | – | Sell |
-1,137
| Closed | -$206K | – | 70 |
|
|
2020
Q4 | $206K | Sell |
1,137
-1,018
| -47% | -$184K | 0.08% | 73 |
|
|
2020
Q3 | $267K | Buy |
+2,155
| New | +$267K | 0.1% | 72 |
|