South Shore Capital 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 | $285K | Hold |
3,023
| – | – | 0.66% | 50 |
|
|
2022
Q2 | $285K | Sell |
3,023
-65
| -2% | -$6.13K | 0.6% | 52 |
|
|
2022
Q1 | $424K | Buy |
3,088
+1,300
| +73% | +$178K | 0.69% | 50 |
|
|
2021
Q4 | $277K | Buy |
1,788
+415
| +30% | +$64.3K | 0.45% | 73 |
|
|
2021
Q3 | $232K | Sell |
1,373
-80
| -6% | -$13.5K | 0.42% | 83 |
|
|
2021
Q2 | $255K | Hold |
1,453
| – | – | 0.45% | 83 |
|
|
2021
Q1 | $268K | Hold |
1,453
| – | – | 0.27% | 101 |
|
|
2020
Q4 | $263K | Buy |
+1,453
| New | +$263K | 0.26% | 94 |
|