Seven Springs Wealth Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-407
| Closed | -$75K | – | 95 |
|
2021
Q1 | $75K | Hold |
407
| – | – | 0.04% | 73 |
|
2020
Q4 | $74K | Hold |
407
| – | – | 0.04% | 69 |
|
2020
Q3 | $51K | Hold |
407
| – | – | 0.03% | 74 |
|
2020
Q2 | $45K | Hold |
407
| – | – | 0.03% | 72 |
|
2020
Q1 | $39K | Hold |
407
| – | – | 0.03% | 75 |
|
2019
Q4 | $59K | Buy |
+407
| New | +$59K | 0.04% | 89 |
|