Braver Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $401K | Buy |
+3,847
| New | +$401K | 0.07% | 125 |
|
|
2016
Q3 | – | Sell |
-29,862
| Closed | -$2.92M | – | 144 |
|
|
2016
Q2 | $2.92M | Sell |
29,862
-849
| -3% | -$83K | 0.5% | 56 |
|
|
2016
Q1 | $3.05M | Buy |
30,711
+3,785
| +14% | +$376K | 0.5% | 56 |
|
|
2015
Q4 | $2.83M | Buy |
26,926
+518
| +2% | +$54.4K | 0.58% | 45 |
|
|
2015
Q3 | $2.7M | Buy |
+26,408
| New | +$2.7M | 0.67% | 38 |
|