WCA
Windsor Creek Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,700
| Closed | -$489K | – | 161 |
|
|
2020
Q4 | $489K | Sell |
2,700
-264
| -9% | -$47.8K | 0.12% | 112 |
|
|
2020
Q3 | $368K | Buy |
2,964
+318
| +12% | +$39.5K | 0.1% | 106 |
|
|
2020
Q2 | $295K | Buy |
2,646
+480
| +22% | +$53.5K | 0.1% | 97 |
|
|
2020
Q1 | $209K | Buy |
2,166
+166
| +8% | +$16K | 0.07% | 101 |
|
|
2019
Q4 | $289 | Hold |
2,000
| – | – | 0.08% | 87 |
|
|
2019
Q3 | $261K | Buy |
+2,000
| New | +$261K | 0.06% | 89 |
|