Braun-Bostich & Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-916
| Closed | -$114K | – | 101 |
|
|
2020
Q3 | $114K | Sell |
916
-307
| -25% | -$38.2K | 0.11% | 115 |
|
|
2020
Q2 | $136K | Hold |
1,223
| – | – | 0.13% | 88 |
|
|
2020
Q1 | $116K | Hold |
1,223
| – | – | 0.15% | 95 |
|
|
2019
Q4 | $181K | Sell |
1,223
-572
| -32% | -$84.7K | 0.18% | 87 |
|
|
2019
Q3 | $234K | Buy |
1,795
+125
| +7% | +$16.3K | 0.27% | 78 |
|
|
2019
Q2 | $233K | Sell |
1,670
-94
| -5% | -$13.1K | 0.24% | 89 |
|
|
2019
Q1 | $196K | Sell |
1,764
-168
| -9% | -$18.7K | 0.2% | 100 |
|
|
2018
Q4 | $212K | Sell |
1,932
-4,893
| -72% | -$537K | 0.22% | 96 |
|
|
2018
Q3 | $798K | Sell |
6,825
-88
| -1% | -$10.3K | 0.77% | 35 |
|
|
2018
Q2 | $725K | Sell |
6,913
-382
| -5% | -$40.1K | 0.73% | 38 |
|
|
2018
Q1 | $733K | Sell |
7,295
-971
| -12% | -$97.6K | 0.63% | 41 |
|
|
2017
Q4 | $889K | Buy |
+8,266
| New | +$889K | 0.75% | 33 |
|