Squar Milner Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,252
| Closed | -$1.03M | – | 50 |
|
|
2020
Q2 | $1.03M | Buy |
9,252
+404
| +5% | +$45.1K | 0.59% | 40 |
|
|
2020
Q1 | $854K | Buy |
8,848
+227
| +3% | +$21.9K | 0.51% | 29 |
|
|
2019
Q4 | $1.25M | Sell |
8,621
-1,043
| -11% | -$151K | 0.62% | 22 |
|
|
2019
Q3 | $1.2M | Buy |
9,664
+1,309
| +16% | +$162K | 0.61% | 41 |
|
|
2019
Q2 | $1.17M | Buy |
8,355
+831
| +11% | +$116K | 0.79% | 19 |
|
|
2019
Q1 | $835K | Buy |
7,524
+1,898
| +34% | +$211K | 0.62% | 29 |
|
|
2018
Q4 | $617K | Hold |
5,626
| – | – | 0.59% | 34 |
|
|
2018
Q3 | $658K | Buy |
5,626
+283
| +5% | +$33.1K | 0.59% | 33 |
|
|
2018
Q2 | $560K | Buy |
5,343
+967
| +22% | +$101K | 0.49% | 45 |
|
|
2018
Q1 | $440K | Buy |
4,376
+58
| +1% | +$5.83K | 0.56% | 56 |
|
|
2017
Q4 | $482K | Buy |
+4,318
| New | +$482K | 0.58% | 47 |
|