TD Ameritrade Investment Management’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 | – | Sell |
-286
| Closed | -$26K | – | 114 |
|
|
2023
Q2 | $26K | Buy |
286
+58
| +25% | +$5.27K | ﹤0.01% | 270 |
|
|
2023
Q1 | $23K | Sell |
228
-101
| -31% | -$10.2K | ﹤0.01% | 290 |
|
|
2022
Q4 | $29K | Sell |
329
-44
| -12% | -$3.88K | ﹤0.01% | 293 |
|
|
2022
Q3 | $35K | Sell |
373
-6
| -2% | -$563 | ﹤0.01% | 298 |
|
|
2022
Q2 | $36K | Buy |
379
+5
| +1% | +$475 | ﹤0.01% | 327 |
|
|
2022
Q1 | $51K | Buy |
374
+48
| +15% | +$6.55K | ﹤0.01% | 345 |
|
|
2021
Q4 | $50K | Buy |
326
+74
| +29% | +$11.4K | ﹤0.01% | 349 |
|
|
2021
Q3 | $31K | Sell |
252
-55
| -18% | -$6.77K | ﹤0.01% | 361 |
|
|
2021
Q2 | $54K | Buy |
307
+55
| +22% | +$9.67K | ﹤0.01% | 334 |
|
|
2021
Q1 | $46K | Hold |
252
| – | – | ﹤0.01% | 342 |
|
|
2020
Q4 | $46K | Hold |
252
| – | – | ﹤0.01% | 342 |
|
|
2020
Q3 | $31K | Buy |
252
+229
| +996% | +$28.2K | ﹤0.01% | 361 |
|
|
2020
Q2 | $3K | Sell |
23
-8
| -26% | -$1.04K | ﹤0.01% | 543 |
|
|
2020
Q1 | $3K | Buy |
31
+1
| +3% | +$97 | ﹤0.01% | 516 |
|
|
2019
Q4 | $4K | Sell |
30
-1
| -3% | -$133 | ﹤0.01% | 529 |
|
|
2019
Q3 | $4K | Sell |
31
-39
| -56% | -$5.03K | ﹤0.01% | 543 |
|
|
2019
Q2 | $10K | Buy |
70
+18
| +35% | +$2.57K | ﹤0.01% | 390 |
|
|
2019
Q1 | $6K | Sell |
52
-65
| -56% | -$7.5K | ﹤0.01% | 423 |
|
|
2018
Q4 | $13K | Buy |
117
+74
| +172% | +$8.22K | ﹤0.01% | 321 |
|
|
2018
Q3 | $5K | Buy |
43
+7
| +19% | +$814 | ﹤0.01% | 394 |
|
|
2018
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 274 |
|