SAM
Simplify Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,681
| Closed | -$231K | – | 67 |
|
|
2022
Q1 | $231K | Buy |
1,681
+92
| +6% | +$12.6K | 0.01% | 69 |
|
|
2021
Q4 | $246K | Buy |
+1,589
| New | +$246K | 0.01% | 54 |
|
|
2021
Q1 | – | Sell |
-324
| Closed | -$58K | – | 14 |
|
|
2020
Q4 | $58K | Buy |
+324
| New | +$58K | 0.05% | 14 |
|