UBP Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,200
| Closed | -$200K | – | 101 |
|
|
2021
Q3 | $200K | Sell |
1,200
-367
| -23% | -$61.2K | 0.08% | 101 |
|
|
2021
Q2 | $280K | Buy |
1,567
+367
| +31% | +$65.6K | 0.1% | 97 |
|
|
2021
Q1 | $220K | Hold |
1,200
| – | – | 0.09% | 101 |
|
|
2020
Q4 | $217K | Buy |
+1,200
| New | +$217K | 0.11% | 72 |
|
|
2020
Q1 | – | Sell |
-1,930
| Closed | -$279K | – | 54 |
|
|
2019
Q4 | $279K | Buy |
1,930
+200
| +12% | +$28.9K | 0.22% | 46 |
|
|
2019
Q3 | $225K | Buy |
+1,730
| New | +$225K | 0.18% | 49 |
|