Sterling Financial Planning’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,504
| Closed | -$233K | – | 97 |
|
|
2021
Q4 | $233K | Hold |
1,504
| – | – | 0.15% | 88 |
|
|
2021
Q3 | $254K | Buy |
1,504
+8
| +0.5% | +$1.35K | 0.16% | 75 |
|
|
2021
Q2 | $263K | Hold |
1,496
| – | – | 0.17% | 66 |
|
|
2021
Q1 | $276K | Hold |
1,496
| – | – | 0.2% | 61 |
|
|
2020
Q4 | $271K | Buy |
+1,496
| New | +$271K | 0.22% | 59 |
|