Verity & Verity’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 |
-1,571
| Closed | -$267K | – | 102 |
|
|
2021
Q3 | $267K | Sell |
1,571
-220
| -12% | -$37.4K | 0.04% | 91 |
|
|
2021
Q2 | $315K | Buy |
1,791
+7
| +0.4% | +$1.23K | 0.05% | 86 |
|
|
2021
Q1 | $308K | Hold |
1,784
| – | – | 0.05% | 86 |
|
|
2020
Q4 | $319K | Buy |
+1,784
| New | +$319K | 0.06% | 86 |
|
|
2020
Q3 | – | Sell |
-2,349
| Closed | -$273K | – | 84 |
|
|
2020
Q2 | $273K | Sell |
2,349
-107
| -4% | -$12.4K | 0.07% | 77 |
|
|
2020
Q1 | $237K | Sell |
2,456
-111
| -4% | -$10.7K | 0.07% | 81 |
|
|
2019
Q4 | $371K | Sell |
2,567
-147
| -5% | -$21.2K | 0.07% | 96 |
|
|
2019
Q3 | $351K | Buy |
2,714
+268
| +11% | +$34.7K | 0.07% | 93 |
|
|
2019
Q2 | $342K | Buy |
+2,446
| New | +$342K | 0.07% | 89 |
|