ABFS
Appropriate Balance Financial Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $4.48K | Sell |
441
-23
| -5% | -$234 | 0.22% | 24 |
|
|
2017
Q2 | $4.37K | Sell |
464
-23
| -5% | -$216 | 0.22% | 23 |
|
|
2017
Q1 | $4.3K | Sell |
487
-4,125
| -89% | -$36.4K | 0.22% | 24 |
|
|
2016
Q4 | $480K | Sell |
4,612
-457
| -9% | -$47.6K | 0.29% | 27 |
|
|
2016
Q3 | $470K | Sell |
5,069
-164
| -3% | -$15.2K | 0.3% | 30 |
|
|
2016
Q2 | $511K | Sell |
5,233
-485
| -8% | -$47.4K | 0.34% | 25 |
|
|
2016
Q1 | $567K | Buy |
5,718
+121
| +2% | +$12K | 0.39% | 20 |
|
|
2015
Q4 | $588K | Buy |
+5,597
| New | +$588K | 0.41% | 22 |
|