Assured Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-218
| Closed | -$23K | – | 1150 |
|
|
2017
Q4 | $23K | Sell |
218
-5,804
| -96% | -$612K | ﹤0.01% | 479 |
|
|
2017
Q3 | $594K | Buy |
+6,022
| New | +$594K | 0.01% | 455 |
|
|
2017
Q2 | – | Sell |
-3,047
| Closed | -$345K | – | 575 |
|
|
2017
Q1 | $345K | Buy |
+3,047
| New | +$345K | 0.01% | 431 |
|
|
2016
Q1 | – | Sell |
-526
| Closed | -$55K | – | 598 |
|
|
2015
Q4 | $55K | Buy |
+526
| New | +$55K | ﹤0.01% | 530 |
|