TRIA
Trail Ridge Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,550
| Closed | -$242K | – | 118 |
|
|
2022
Q3 | $242K | Sell |
2,550
-6,374
| -71% | -$605K | 0.16% | 117 |
|
|
2022
Q2 | $842K | Sell |
8,924
-255
| -3% | -$24.1K | 0.57% | 53 |
|
|
2022
Q1 | $1.26M | Sell |
9,179
-257
| -3% | -$35.3K | 0.77% | 42 |
|
|
2021
Q4 | $1.46M | Buy |
+9,436
| New | +$1.46M | 0.88% | 36 |
|