Trivest 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
Q1 | – | Sell |
-15,400
| Closed | -$1.34M | – | 22 |
|
|
2022
Q4 | $1.34M | Sell |
15,400
-25,467
| -62% | -$2.21M | 0.16% | 14 |
|
|
2022
Q3 | $3.86M | Buy |
+40,867
| New | +$3.86M | 1.33% | 6 |
|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$686K | – | 25 |
|
|
2022
Q1 | $686K | Buy |
+5,000
| New | +$686K | 0.12% | 19 |
|