Benchmark Capital Advisors’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 | $973K | Buy |
8,873
+800
| +10% | +$87.7K | 0.97% | 34 |
|
|
2018
Q3 | $944K | Sell |
8,073
-877
| -10% | -$103K | 0.71% | 46 |
|
|
2018
Q2 | $938K | Buy |
8,950
+300
| +3% | +$31.4K | 0.71% | 51 |
|
|
2018
Q1 | $869K | Sell |
8,650
-982
| -10% | -$98.7K | 0.69% | 49 |
|
|
2017
Q4 | $1.04M | Buy |
9,632
+6,082
| +171% | +$654K | 0.81% | 40 |
|
|
2017
Q3 | $350K | Sell |
3,550
-600
| -14% | -$59.2K | 0.27% | 88 |
|
|
2017
Q2 | $441K | Hold |
4,150
| – | – | 0.35% | 74 |
|
|
2017
Q1 | $471K | Sell |
4,150
-3,000
| -42% | -$340K | 0.37% | 64 |
|
|
2016
Q4 | $745K | Buy |
7,150
+3,100
| +77% | +$323K | 0.62% | 46 |
|
|
2016
Q3 | $376K | Sell |
4,050
-18
| -0.4% | -$1.67K | 0.28% | 78 |
|
|
2016
Q2 | $398K | Buy |
4,068
+468
| +13% | +$45.8K | 0.32% | 71 |
|
|
2016
Q1 | $358K | Hold |
3,600
| – | – | 0.31% | 73 |
|
|
2015
Q4 | $378K | Hold |
3,600
| – | – | 0.32% | 70 |
|
|
2015
Q3 | $368K | Hold |
3,600
| – | – | 0.3% | 75 |
|
|
2015
Q2 | $411K | Hold |
3,600
| – | – | 0.29% | 76 |
|
|
2015
Q1 | $378K | Hold |
3,600
| – | – | 0.25% | 84 |
|
|
2014
Q4 | $339K | Sell |
3,600
-600
| -14% | -$56.5K | 0.23% | 88 |
|
|
2014
Q3 | $374K | Sell |
4,200
-110
| -3% | -$9.8K | 0.26% | 91 |
|
|
2014
Q2 | $370K | Buy |
4,310
+110
| +3% | +$9.44K | 0.23% | 92 |
|
|
2014
Q1 | $336K | Hold |
4,200
| – | – | 0.23% | 94 |
|
|
2013
Q4 | $321K | Hold |
4,200
| – | – | 0.22% | 97 |
|
|
2013
Q3 | $271K | Sell |
4,200
-500
| -11% | -$32.3K | 0.19% | 101 |
|
|
2013
Q2 | $297K | Buy |
+4,700
| New | +$297K | 0.23% | 104 |
|