BA
BCM Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-69,080
| Closed | -$5.81M | – | 35 |
|
|
2017
Q4 | $5.81M | Hold |
69,080
| – | – | 3.35% | 7 |
|
|
2017
Q3 | $5.8M | Hold |
69,080
| – | – | 3.57% | 6 |
|
|
2017
Q2 | $5.77M | Hold |
69,080
| – | – | 3.64% | 6 |
|
|
2017
Q1 | $5.67M | Buy |
69,080
+68,905
| +39,374% | +$5.65M | 3.58% | 6 |
|
|
2016
Q4 | $18K | Buy |
+175
| New | +$18K | 0.01% | 66 |
|