Truvvo Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,635
| Closed | -$203K | – | 31 |
|
|
2020
Q3 | $203K | Sell |
1,635
-2,969
| -64% | -$369K | 0.16% | 34 |
|
|
2020
Q2 | $513K | Buy |
4,604
+1,549
| +51% | +$173K | 0.4% | 22 |
|
|
2020
Q1 | $295K | Buy |
+3,055
| New | +$295K | 0.27% | 27 |
|
|
2016
Q2 | – | Sell |
-21,100
| Closed | -$2.1M | – | 130 |
|
|
2016
Q1 | $2.1M | Buy |
21,100
+6,100
| +41% | +$606K | 0.94% | 22 |
|
|
2015
Q4 | $1.58M | Buy |
+15,000
| New | +$1.58M | 0.83% | 28 |
|