Stewardship Financial Advisors’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 | $255K | Sell |
1,381
-66
| -5% | -$12.2K | 0.09% | 52 |
|
|
2020
Q4 | $262K | Buy |
+1,447
| New | +$262K | 0.1% | 53 |
|
|
2020
Q1 | – | Sell |
-1,554
| Closed | -$225K | – | 67 |
|
|
2019
Q4 | $225K | Sell |
1,554
-2
| -0.1% | -$290 | 0.08% | 53 |
|
|
2019
Q3 | $203K | Sell |
1,556
-277
| -15% | -$36.1K | 0.09% | 50 |
|
|
2019
Q2 | $256K | Sell |
1,833
-3
| -0.2% | -$419 | 0.11% | 46 |
|
|
2019
Q1 | $204K | Buy |
+1,836
| New | +$204K | 0.09% | 50 |
|