WBI Investments’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23,087
| Closed | -$4.18M | – | 195 |
|
|
2020
Q4 | $4.18M | Buy |
+23,087
| New | +$4.18M | 0.63% | 35 |
|
|
2016
Q1 | – | Sell |
-40,270
| Closed | -$4.23M | – | 148 |
|
|
2015
Q4 | $4.23M | Buy |
+40,270
| New | +$4.23M | 0.12% | 129 |
|
|
2015
Q3 | – | Sell |
-126,092
| Closed | -$14.4M | – | 177 |
|
|
2015
Q2 | $14.4M | Buy |
+126,092
| New | +$14.4M | 0.36% | 57 |
|