Sovarnum Capital’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,000
| Closed | -$1.86M | – | 19 |
|
|
2021
Q3 | $1.86M | Sell |
11,000
-7,000
| -39% | -$1.18M | 1.76% | 21 |
|
|
2021
Q2 | $3.16M | Buy |
18,000
+5,000
| +38% | +$879K | 1.99% | 16 |
|
|
2021
Q1 | $2.4M | Buy |
13,000
+11,000
| +550% | +$2.03M | 1.81% | 19 |
|
|
2020
Q4 | $362K | Buy |
+2,000
| New | +$362K | 0.25% | 62 |
|
|
2019
Q3 | $912K | Sell |
7,000
-7,023
| -50% | -$915K | 1.07% | 24 |
|
|
2019
Q2 | $1.96M | Buy |
+14,023
| New | +$1.96M | 2.63% | 13 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$215K | – | 66 |
|
|
2017
Q4 | $215K | Buy |
+2,000
| New | +$215K | 0.15% | 55 |
|