AIM
Advantage Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $522K | Buy |
4,006
+648
| +19% | +$84.4K | 0.41% | 44 |
|
|
2019
Q2 | $469K | Buy |
3,358
+316
| +10% | +$44.1K | 0.36% | 48 |
|
|
2019
Q1 | $338K | Buy |
3,042
+391
| +15% | +$43.4K | 0.27% | 63 |
|
|
2018
Q4 | $291K | Buy |
2,651
+369
| +16% | +$40.5K | 0.22% | 84 |
|
|
2018
Q3 | $267K | Buy |
2,282
+9
| +0.4% | +$1.05K | 0.17% | 102 |
|
|
2018
Q2 | $238K | Sell |
2,273
-949
| -29% | -$99.4K | 0.17% | 108 |
|
|
2018
Q1 | $324K | Sell |
3,222
-661
| -17% | -$66.5K | 0.12% | 126 |
|
|
2017
Q4 | $418K | Sell |
3,883
-142
| -4% | -$15.3K | 0.13% | 123 |
|
|
2017
Q3 | $397K | Sell |
4,025
-1,584
| -28% | -$156K | 0.13% | 118 |
|
|
2017
Q2 | $596K | Buy |
5,609
+217
| +4% | +$23.1K | 0.21% | 88 |
|
|
2017
Q1 | $611K | Sell |
5,392
-165
| -3% | -$18.7K | 0.24% | 85 |
|
|
2016
Q4 | $579K | Buy |
5,557
+152
| +3% | +$15.8K | 0.21% | 87 |
|
|
2016
Q3 | $502K | Buy |
5,405
+1,217
| +29% | +$113K | 0.18% | 88 |
|
|
2016
Q2 | $410K | Buy |
4,188
+69
| +2% | +$6.76K | 0.19% | 95 |
|
|
2016
Q1 | $409K | Buy |
4,119
+110
| +3% | +$10.9K | 0.18% | 87 |
|
|
2015
Q4 | $421K | Buy |
4,009
+239
| +6% | +$25.1K | 0.22% | 92 |
|
|
2015
Q3 | $385K | Sell |
3,770
-337
| -8% | -$34.4K | 0.22% | 84 |
|
|
2015
Q2 | $469K | Buy |
4,107
+838
| +26% | +$95.7K | 0.23% | 94 |
|
|
2015
Q1 | $343K | Buy |
3,269
+697
| +27% | +$73.1K | 0.19% | 106 |
|
|
2014
Q4 | $242K | Buy |
+2,572
| New | +$242K | 0.18% | 103 |
|