Aris Wealth Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $203K | Sell |
1,982
-1,038
| -34% | -$106K | 0.43% | 36 |
|
|
2015
Q2 | $345K | Buy |
3,020
+469
| +18% | +$53.6K | 0.32% | 82 |
|
|
2015
Q1 | $268K | Hold |
2,551
| – | – | 0.25% | 88 |
|
|
2014
Q4 | $240K | Hold |
2,551
| – | – | 0.27% | 97 |
|
|
2014
Q3 | $227K | Hold |
2,551
| – | – | 0.28% | 90 |
|
|
2014
Q2 | $219K | Buy |
2,551
+1
| +0% | +$86 | 0.29% | 94 |
|
|
2014
Q1 | $204K | Buy |
+2,550
| New | +$204K | 0.3% | 84 |
|