TRH 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
Q2 | – | Sell |
-2,025
| Closed | -$278K | – | 73 |
|
|
2022
Q1 | $278K | Sell |
2,025
-214
| -10% | -$29.4K | 0.08% | 68 |
|
|
2021
Q4 | $347K | Sell |
2,239
-22
| -1% | -$3.41K | 0.11% | 56 |
|
|
2021
Q3 | $382K | Hold |
2,261
| – | – | 0.15% | 53 |
|
|
2021
Q2 | $397K | Sell |
2,261
-425
| -16% | -$74.6K | 0.17% | 54 |
|
|
2021
Q1 | $496K | Buy |
2,686
+272
| +11% | +$50.2K | 0.25% | 52 |
|
|
2020
Q4 | $437K | Buy |
2,414
+611
| +34% | +$111K | 0.25% | 48 |
|
|
2020
Q3 | $224K | Buy |
1,803
+31
| +2% | +$3.85K | 0.15% | 60 |
|
|
2020
Q2 | $207K | Buy |
+1,772
| New | +$207K | 0.17% | 63 |
|
|
2019
Q4 | $697K | Buy |
+4,782
| New | +$697K | 0.61% | 39 |
|