AIS
Accurate Investment Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,603
| Closed | -$251K | – | 99 |
|
|
2020
Q1 | $251K | Buy |
2,603
+346
| +15% | +$33.4K | 0.2% | 70 |
|
|
2019
Q4 | $326K | Buy |
2,257
+25
| +1% | +$3.61K | 0.21% | 54 |
|
|
2019
Q3 | $291K | Buy |
2,232
+1
| +0% | +$130 | 0.21% | 46 |
|
|
2019
Q2 | $312K | Hold |
2,231
| – | – | 0.24% | 43 |
|
|
2019
Q1 | $248K | Buy |
2,231
+40
| +2% | +$4.45K | 0.19% | 48 |
|
|
2018
Q4 | $240K | Hold |
2,191
| – | – | 0.22% | 48 |
|
|
2018
Q3 | $256K | Sell |
2,191
-483
| -18% | -$56.4K | 0.18% | 52 |
|
|
2018
Q2 | $281K | Buy |
2,674
+160
| +6% | +$16.8K | 0.21% | 55 |
|
|
2018
Q1 | $253K | Buy |
2,514
+3
| +0.1% | +$302 | 0.19% | 49 |
|
|
2017
Q4 | $270K | Sell |
2,511
-78
| -3% | -$8.39K | 0.2% | 46 |
|
|
2017
Q3 | $255K | Buy |
2,589
+509
| +24% | +$50.1K | 0.19% | 46 |
|
|
2017
Q2 | $221K | Buy |
2,080
+105
| +5% | +$11.2K | 0.18% | 51 |
|
|
2017
Q1 | $224K | Hold |
1,975
| – | – | 0.18% | 46 |
|
|
2016
Q4 | $206K | Sell |
1,975
-1
| -0.1% | -$104 | 0.18% | 52 |
|
|
2016
Q3 | $184K | Hold |
1,976
| – | – | 0.17% | 56 |
|
|
2016
Q2 | $193K | Buy |
1,976
+141
| +8% | +$13.8K | 0.21% | 45 |
|
|
2016
Q1 | $182K | Buy |
1,835
+925
| +102% | +$91.7K | 0.17% | 54 |
|
|
2015
Q4 | $96K | Buy |
+910
| New | +$96K | 0.09% | 75 |
|