WealthStone’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 | $1.26M | Buy |
6,838
+559
| +9% | +$103K | 0.44% | 33 |
|
2020
Q4 | $1.14M | Sell |
6,279
-2
| -0% | -$362 | 0.4% | 34 |
|
2020
Q3 | $779K | Buy |
6,281
+2,322
| +59% | +$288K | 0.36% | 41 |
|
2020
Q2 | $441K | Buy |
+3,959
| New | +$441K | 0.21% | 71 |
|
2019
Q3 | – | Sell |
-107
| Closed | -$14.9K | – | 207 |
|
2019
Q2 | $14.9K | Buy |
+107
| New | +$14.9K | 0.01% | 231 |
|