Syntax Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,174
| Closed | -$218K | – | 217 |
|
|
2023
Q1 | $218K | Buy |
+2,174
| New | +$218K | 0.17% | 194 |
|
|
2022
Q2 | – | Sell |
-1,479
| Closed | -$203K | – | 221 |
|
|
2022
Q1 | $203K | Buy |
1,479
+31
| +2% | +$4.26K | 0.17% | 203 |
|
|
2021
Q4 | $224K | Buy |
+1,448
| New | +$224K | 0.17% | 198 |
|