Sowa Financial 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
Q1 | – | Sell |
-576
| Closed | -$104K | – | 114 |
|
|
2020
Q4 | $104K | Sell |
576
-275
| -32% | -$49.7K | 0.07% | 91 |
|
|
2020
Q3 | $106K | Sell |
851
-1,135
| -57% | -$141K | 0.08% | 80 |
|
|
2020
Q2 | $221K | Hold |
1,986
| – | – | 0.17% | 55 |
|
|
2020
Q1 | $192K | Hold |
1,986
| – | – | 0.17% | 54 |
|
|
2019
Q4 | $287K | Buy |
+1,986
| New | +$287K | 0.23% | 47 |
|