Strategic Wealth Management 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
Q2 | $400K | Sell |
2,276
-482
| -17% | -$84.7K | 0.15% | 81 |
|
|
2021
Q1 | $509K | Hold |
2,758
| – | – | 0.19% | 68 |
|
|
2020
Q4 | $500K | Sell |
2,758
-121
| -4% | -$21.9K | 0.22% | 65 |
|
|
2020
Q3 | $357K | Buy |
2,879
+337
| +13% | +$41.8K | 0.17% | 73 |
|
|
2020
Q2 | $283K | Sell |
2,542
-269
| -10% | -$29.9K | 0.17% | 74 |
|
|
2020
Q1 | $272K | Sell |
2,811
-243
| -8% | -$23.5K | 0.2% | 60 |
|
|
2019
Q4 | $442K | Buy |
3,054
+841
| +38% | +$122K | 0.29% | 49 |
|
|
2019
Q3 | $288K | Sell |
2,213
-52
| -2% | -$6.77K | 0.21% | 62 |
|
|
2019
Q2 | $316K | Buy |
+2,265
| New | +$316K | 0.24% | 58 |
|