Walled Lake Planning & Wealth Management’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 |
-234
| Closed | -$40K | – | 153 |
|
|
2021
Q3 | $40K | Hold |
234
| – | – | 0.02% | 176 |
|
|
2021
Q2 | $41K | Hold |
234
| – | – | 0.03% | 162 |
|
|
2021
Q1 | $43K | Hold |
234
| – | – | 0.03% | 152 |
|
|
2020
Q4 | $42K | Sell |
234
-29
| -11% | -$5.21K | 0.03% | 144 |
|
|
2020
Q3 | $33K | Hold |
263
| – | – | 0.03% | 150 |
|
|
2020
Q2 | $29K | Sell |
263
-161
| -38% | -$17.8K | 0.02% | 132 |
|
|
2020
Q1 | $41K | Buy |
424
+105
| +33% | +$10.2K | 0.04% | 111 |
|
|
2019
Q4 | $46K | Buy |
+319
| New | +$46K | 0.03% | 120 |
|