TrueWealth LLC’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $761K | Sell |
6,823
-290
| -4% | -$32.3K | 0.32% | 54 |
|
|
2020
Q1 | $687K | Buy |
7,113
+238
| +3% | +$23K | 0.33% | 50 |
|
|
2019
Q4 | $994K | Buy |
6,875
+254
| +4% | +$36.7K | 0.4% | 39 |
|
|
2019
Q3 | $863K | Buy |
6,621
+2
| +0% | +$261 | 0.37% | 42 |
|
|
2019
Q2 | $924K | Sell |
6,619
-3
| -0% | -$419 | 0.41% | 36 |
|
|
2019
Q1 | $735K | Buy |
6,622
+195
| +3% | +$21.6K | 0.34% | 44 |
|
|
2018
Q4 | $705K | Buy |
6,427
+7
| +0.1% | +$768 | 0.36% | 42 |
|
|
2018
Q3 | $751K | Buy |
6,420
+240
| +4% | +$28.1K | 0.34% | 41 |
|
|
2018
Q2 | $648K | Buy |
6,180
+236
| +4% | +$24.7K | 0.31% | 47 |
|
|
2018
Q1 | $597K | Sell |
5,944
-11
| -0.2% | -$1.11K | 0.3% | 51 |
|
|
2017
Q4 | $640K | Buy |
+5,955
| New | +$640K | 0.3% | 54 |
|