Westwind Capital’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-79
| Closed | -$10K | – | 39 |
|
|
2020
Q3 | $10K | Sell |
79
-64,788
| -100% | -$8.2M | ﹤0.01% | 34 |
|
|
2020
Q2 | $7.23M | Sell |
64,867
-582
| -0.9% | -$64.9K | 2.74% | 17 |
|
|
2020
Q1 | $6.32M | Buy |
65,449
+7,636
| +13% | +$738K | 3.27% | 16 |
|
|
2019
Q4 | $8.36M | Sell |
57,813
-65
| -0.1% | -$9.4K | 4.06% | 14 |
|
|
2019
Q3 | $7.54M | Buy |
+57,878
| New | +$7.54M | 3.98% | 15 |
|