White Lighthouse Investment 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
-1,235
Closed -$209K 115
2021
Q3
$209K Buy
1,235
+70
+6% +$11.8K 0.06% 110
2021
Q2
$205K Sell
1,165
-71
-6% -$12.5K 0.06% 114
2021
Q1
$228K Sell
1,236
-234
-16% -$43.2K 0.07% 110
2020
Q4
$266K Buy
+1,470
New +$266K 0.08% 96