True Link 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-63
| Closed | -$10K | – | 164 |
|
|
2021
Q4 | $10K | Sell |
63
-48
| -43% | -$7.62K | ﹤0.01% | 628 |
|
|
2021
Q3 | $19K | Hold |
111
| – | – | ﹤0.01% | 575 |
|
|
2021
Q2 | $20K | Buy |
111
+14
| +14% | +$2.52K | ﹤0.01% | 505 |
|
|
2021
Q1 | $18K | Sell |
97
-526
| -84% | -$97.6K | ﹤0.01% | 578 |
|
|
2020
Q4 | $113K | Buy |
+623
| New | +$113K | 0.02% | 363 |
|