B. Riley Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,298
| Closed | -$269K | – | 112 |
|
|
2018
Q3 | $269K | Sell |
2,298
-1,908
| -45% | -$223K | 0.08% | 149 |
|
|
2018
Q2 | $443K | Sell |
4,206
-104
| -2% | -$11K | 0.12% | 145 |
|
|
2018
Q1 | $433K | Buy |
4,310
+653
| +18% | +$65.6K | 0.12% | 167 |
|
|
2017
Q4 | $393K | Sell |
3,657
-152
| -4% | -$16.3K | 0.1% | 183 |
|
|
2017
Q3 | $375K | Buy |
3,809
+1,319
| +53% | +$130K | 0.1% | 187 |
|
|
2017
Q2 | $265K | Hold |
2,490
| – | – | 0.07% | 161 |
|
|
2017
Q1 | $282K | Sell |
2,490
-300
| -11% | -$34K | 0.14% | 123 |
|
|
2016
Q4 | $291K | Sell |
2,790
-55
| -2% | -$5.74K | 0.19% | 84 |
|
|
2016
Q3 | $264K | Buy |
2,845
+355
| +14% | +$32.9K | 0.17% | 83 |
|
|
2016
Q2 | $244K | Hold |
2,490
| – | – | 0.14% | 88 |
|
|
2016
Q1 | $247K | Sell |
2,490
-240
| -9% | -$23.8K | 0.18% | 83 |
|
|
2015
Q4 | $287K | Buy |
+2,730
| New | +$287K | 0.21% | 75 |
|