BGA
Belmont Global Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,703
| Closed | -$1.34M | – | 56 |
|
|
2015
Q4 | $1.34M | Buy |
12,703
+5,225
| +70% | +$549K | 1.73% | 9 |
|
|
2015
Q3 | $764K | Buy |
7,478
+2,500
| +50% | +$255K | 1.3% | 17 |
|
|
2015
Q2 | $568K | Sell |
4,978
-11,000
| -69% | -$1.26M | 0.63% | 44 |
|
|
2015
Q1 | $1.68M | Sell |
15,978
-725
| -4% | -$76K | 1.7% | 15 |
|
|
2014
Q4 | $1.57M | Buy |
16,703
+3,000
| +22% | +$283K | 1.55% | 18 |
|
|
2014
Q3 | $1.22M | Buy |
13,703
+11,000
| +407% | +$979K | 0.96% | 30 |
|
|
2014
Q2 | $232K | Hold |
2,703
| – | – | 0.17% | 111 |
|
|
2014
Q1 | $216K | Sell |
2,703
-2,000
| -43% | -$160K | 0.18% | 106 |
|
|
2013
Q4 | $359K | Buy |
+4,703
| New | +$359K | 0.29% | 82 |
|