Steward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $33K | Sell |
418
-60
| -13% | -$4.74K | 0.01% | 187 |
|
|
2023
Q2 | $42K | Buy |
+478
| New | +$42K | 0.01% | 164 |
|
|
2022
Q3 | – | Sell |
-651
| Closed | -$61K | – | 418 |
|
|
2022
Q2 | $61K | Buy |
651
+92
| +16% | +$8.62K | 0.05% | 76 |
|
|
2022
Q1 | $76K | Buy |
559
+28
| +5% | +$3.81K | 0.07% | 58 |
|
|
2021
Q4 | $82K | Buy |
+531
| New | +$82K | 0.08% | 50 |
|