BIM
Beach Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,805
| Closed | -$550K | – | 35 |
|
|
2019
Q4 | $550K | Sell |
3,805
-520
| -12% | -$75.2K | 1.07% | 29 |
|
|
2019
Q3 | $564K | Sell |
4,325
-6,565
| -60% | -$856K | 1.26% | 24 |
|
|
2019
Q2 | $1.52M | Buy |
+10,890
| New | +$1.52M | 2.48% | 15 |
|
|
2017
Q3 | – | Sell |
-3,600
| Closed | -$382K | – | 42 |
|
|
2017
Q2 | $382K | Buy |
+3,600
| New | +$382K | 0.58% | 42 |
|