BAM
Bruderman Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,085
| Closed | -$787K | – | 222 |
|
|
2019
Q1 | $787K | Sell |
7,085
-1,337
| -16% | -$149K | 0.17% | 78 |
|
|
2018
Q4 | $924K | Buy |
8,422
+7,553
| +869% | +$829K | 0.24% | 63 |
|
|
2018
Q3 | $102K | Sell |
869
-422
| -33% | -$49.5K | 0.02% | 158 |
|
|
2018
Q2 | $135K | Buy |
1,291
+139
| +12% | +$14.5K | 0.03% | 132 |
|
|
2018
Q1 | $116K | Buy |
+1,152
| New | +$116K | 0.03% | 156 |
|
|
2017
Q3 | – | Sell |
-993
| Closed | -$106K | – | 170 |
|
|
2017
Q2 | $106K | Sell |
993
-4,362
| -81% | -$466K | 0.03% | 151 |
|
|
2017
Q1 | $607K | Sell |
5,355
-107
| -2% | -$12.1K | 0.18% | 74 |
|
|
2016
Q4 | $569K | Sell |
5,462
-232
| -4% | -$24.2K | 0.17% | 78 |
|
|
2016
Q3 | $529K | Buy |
5,694
+123
| +2% | +$11.4K | 0.16% | 86 |
|
|
2016
Q2 | $545K | Buy |
5,571
+560
| +11% | +$54.8K | 0.17% | 83 |
|
|
2016
Q1 | $498K | Buy |
5,011
+3,899
| +351% | +$387K | 0.17% | 83 |
|
|
2015
Q4 | $117K | Buy |
1,112
+349
| +46% | +$36.7K | 0.04% | 146 |
|
|
2015
Q3 | $78K | Sell |
763
-342
| -31% | -$35K | 0.03% | 172 |
|
|
2015
Q2 | $126K | Buy |
1,105
+150
| +16% | +$17.1K | 0.05% | 138 |
|
|
2015
Q1 | $100K | Buy |
+955
| New | +$100K | 0.04% | 153 |
|