American Economic Planning Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $250K | Sell |
1,908
-192
| -9% | -$25.2K | 0.07% | 75 |
|
|
2019
Q2 | $293K | Buy |
+2,100
| New | +$293K | 0.09% | 68 |
|
|
2017
Q3 | – | Sell |
-2,201
| Closed | -$234K | – | 80 |
|
|
2017
Q2 | $234K | Sell |
2,201
-350
| -14% | -$37.2K | 0.09% | 68 |
|
|
2017
Q1 | $289K | Buy |
2,551
+5
| +0.2% | +$566 | 0.12% | 58 |
|
|
2016
Q4 | $265K | Buy |
+2,546
| New | +$265K | 0.11% | 48 |
|