Bristol Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,600
| Closed | -$2.04M | – | 40 |
|
|
2018
Q4 | $2.04M | Buy |
+18,600
| New | +$2.04M | 2.45% | 10 |
|
|
2018
Q1 | – | Sell |
-18,700
| Closed | -$2.01M | – | 46 |
|
|
2017
Q4 | $2.01M | Buy |
+18,700
| New | +$2.01M | 1.26% | 18 |
|
|
2017
Q2 | – | Sell |
-2,900
| Closed | -$329K | – | 59 |
|
|
2017
Q1 | $329K | Sell |
2,900
-18,000
| -86% | -$2.04M | 0.37% | 28 |
|
|
2016
Q4 | $2.18M | Buy |
+20,900
| New | +$2.18M | 2.2% | 11 |
|