Ancora Family Wealth Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$2.51M Buy
27,030
+2,282
+9% +$212K 0.86% 34
2016
Q2
$2.42M Buy
24,748
+62
+0.3% +$6.07K 0.92% 28
2016
Q1
$2.45M Buy
24,686
+4,609
+23% +$458K 1% 28
2015
Q4
$2.11M Sell
20,077
-3,000
-13% -$315K 0.9% 33
2015
Q3
$2.36M Buy
+23,077
New +$2.36M 0.98% 26