Symphony Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,465
| Closed | -$714K | – | 192 |
|
|
2022
Q2 | $714K | Buy |
+7,465
| New | +$714K | 0.21% | 94 |
|
|
2022
Q1 | – | Sell |
-3,317
| Closed | -$520K | – | 200 |
|
|
2021
Q4 | $520K | Buy |
3,317
+596
| +22% | +$93.4K | 0.14% | 111 |
|
|
2021
Q3 | $470K | Sell |
2,721
-676
| -20% | -$117K | 0.16% | 101 |
|
|
2021
Q2 | $595K | Sell |
3,397
-1,355
| -29% | -$237K | 0.2% | 86 |
|
|
2021
Q1 | $902K | Buy |
4,752
+1,655
| +53% | +$314K | 0.24% | 69 |
|
|
2020
Q4 | $550K | Sell |
3,097
-902
| -23% | -$160K | 0.2% | 86 |
|
|
2020
Q3 | $496K | Buy |
3,999
+16
| +0.4% | +$1.98K | 0.2% | 76 |
|
|
2020
Q2 | $444K | Buy |
+3,983
| New | +$444K | 0.21% | 86 |
|