US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,352
| Closed | -$249K | – | 86 |
|
|
2021
Q1 | $249K | Sell |
1,352
-148
| -10% | -$27.3K | 0.07% | 130 |
|
|
2020
Q4 | $272K | Buy |
+1,500
| New | +$272K | 0.08% | 102 |
|
|
2016
Q2 | – | Sell |
-353
| Closed | -$35K | – | 122 |
|
|
2016
Q1 | $35K | Sell |
353
-364
| -51% | -$36.1K | 0.06% | 105 |
|
|
2015
Q4 | $75K | Buy |
717
+8
| +1% | +$837 | 0.07% | 112 |
|
|
2015
Q3 | $72K | Buy |
709
+114
| +19% | +$11.6K | 0.12% | 85 |
|
|
2015
Q2 | $68K | Hold |
595
| – | – | 0.06% | 89 |
|
|
2015
Q1 | $62K | Buy |
595
+100
| +20% | +$10.4K | 0.06% | 96 |
|
|
2014
Q4 | $47K | Buy |
+495
| New | +$47K | 0.04% | 111 |
|