Asset Planning Services (Pennsylvania)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-60
| Closed | -$8K | – | 114 |
|
|
2019
Q3 | $8K | Hold |
60
| – | – | ﹤0.01% | 215 |
|
|
2019
Q2 | $8K | Hold |
60
| – | – | ﹤0.01% | 207 |
|
|
2019
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 216 |
|
|
2018
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 213 |
|
|
2018
Q3 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 217 |
|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$98K | – | 280 |
|
|
2016
Q2 | $98K | Hold |
1,000
| – | – | 0.08% | 101 |
|
|
2016
Q1 | $99K | Buy |
+1,000
| New | +$99K | 0.09% | 104 |
|