Unionview LLC’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,084
| Closed | -$209K | – | 85 |
|
2023
Q1 | $209K | Buy |
+2,084
| New | +$209K | 0.2% | 81 |
|
2022
Q4 | – | Sell |
-2,479
| Closed | -$234K | – | 78 |
|
2022
Q3 | $234K | Sell |
2,479
-64
| -3% | -$6.04K | 0.27% | 66 |
|
2022
Q2 | $240K | Buy |
2,543
+13
| +0.5% | +$1.23K | 0.27% | 68 |
|
2022
Q1 | $347K | Sell |
2,530
-76
| -3% | -$10.4K | 0.32% | 56 |
|
2021
Q4 | $404K | Buy |
+2,606
| New | +$404K | 0.38% | 49 |
|