WD Rutherford’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-410
| Closed | -$35.6K | – | 91 |
|
|
2022
Q4 | $35.6K | Sell |
410
-40
| -9% | -$3.48K | 0.03% | 101 |
|
|
2022
Q3 | $42K | Buy |
450
+100
| +29% | +$9.33K | 0.03% | 101 |
|
|
2022
Q2 | $33K | Sell |
350
-660
| -65% | -$62.2K | 0.03% | 92 |
|
|
2022
Q1 | $139K | Buy |
1,010
+335
| +50% | +$46.1K | 0.08% | 86 |
|
|
2021
Q4 | $105K | Hold |
675
| – | – | 0.05% | 92 |
|
|
2021
Q3 | $114K | Sell |
675
-300
| -31% | -$50.7K | 0.06% | 90 |
|
|
2021
Q2 | $171K | Buy |
975
+205
| +27% | +$36K | 0.1% | 80 |
|
|
2021
Q1 | $142K | Buy |
+770
| New | +$142K | 0.09% | 83 |
|