Verus Financial Partners’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 |
-1,176
| Closed | -$201K | – | 97 |
|
|
2021
Q3 | $201K | Hold |
1,176
| – | – | 0.03% | 94 |
|
|
2021
Q2 | $208K | Buy |
1,176
+63
| +6% | +$11.1K | 0.03% | 90 |
|
|
2021
Q1 | $209K | Sell |
1,113
-81
| -7% | -$15.2K | 0.03% | 86 |
|
|
2020
Q4 | $216K | Sell |
1,194
-10,205
| -90% | -$1.85M | 0.04% | 78 |
|
|
2020
Q3 | $1.41M | Buy |
+11,399
| New | +$1.41M | 0.52% | 34 |
|