tru Independence’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-552
| Closed | -$97K | – | 226 |
|
|
2021
Q2 | $97K | Sell |
552
-3,229
| -85% | -$567K | 0.03% | 129 |
|
|
2021
Q1 | $698K | Sell |
3,781
-117
| -3% | -$21.6K | 0.13% | 149 |
|
|
2020
Q4 | $706 | Buy |
3,898
+494
| +15% | +$89 | ﹤0.01% | 368 |
|
|
2020
Q3 | $422K | Sell |
3,404
-5,344
| -61% | -$663K | 0.12% | 121 |
|
|
2020
Q2 | $976 | Buy |
8,748
+35
| +0.4% | +$4 | 0.14% | 115 |
|
|
2020
Q1 | $841 | Hold |
8,713
| – | – | 0.14% | 108 |
|
|
2019
Q4 | $841K | Buy |
+8,713
| New | +$841K | 0.12% | 123 |
|