TRUADVICE’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 | $281K | Sell |
3,179
-155
| -5% | -$13.7K | 0.11% | 184 |
|
|
2023
Q2 | $306K | Sell |
3,334
-91
| -3% | -$8.35K | 0.11% | 178 |
|
|
2023
Q1 | $351K | Buy |
3,425
+144
| +4% | +$14.8K | 0.14% | 156 |
|
|
2022
Q4 | $328K | Sell |
3,281
-30
| -0.9% | -$3K | 0.17% | 116 |
|
|
2022
Q3 | $351K | Buy |
3,311
+154
| +5% | +$16.3K | 0.2% | 96 |
|
|
2022
Q2 | $341K | Buy |
3,157
+612
| +24% | +$66.1K | 0.18% | 106 |
|
|
2022
Q1 | $289K | Buy |
+2,545
| New | +$289K | 0.16% | 110 |
|
|
2021
Q3 | – | Sell |
-1,551
| Closed | -$278K | – | 163 |
|
|
2021
Q2 | $278K | Buy |
1,551
+464
| +43% | +$83.2K | 0.06% | 250 |
|
|
2021
Q1 | $201K | Sell |
1,087
-2,001
| -65% | -$370K | 0.06% | 269 |
|
|
2020
Q4 | $503K | Buy |
3,088
+274
| +10% | +$44.6K | 0.15% | 138 |
|
|
2020
Q3 | $346K | Buy |
+2,814
| New | +$346K | 0.14% | 138 |
|