Triad Financial Advisors’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 | $314K | Buy |
+3,880
| New | +$314K | 0.11% | 73 |
|
|
2023
Q1 | – | Sell |
-2,843
| Closed | -$247K | – | 106 |
|
|
2022
Q4 | $247K | Buy |
2,843
+461
| +19% | +$40.1K | 0.11% | 93 |
|
|
2022
Q3 | $225K | Sell |
2,382
-84
| -3% | -$7.94K | 0.12% | 92 |
|
|
2022
Q2 | $233K | Sell |
2,466
-270
| -10% | -$25.5K | 0.13% | 91 |
|
|
2022
Q1 | $375K | Sell |
2,736
-439
| -14% | -$60.2K | 0.2% | 68 |
|
|
2021
Q4 | $492K | Buy |
+3,175
| New | +$492K | 0.29% | 56 |
|