CFS LLC’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,020
| Closed | -$180K | – | 59 |
|
|
2014
Q3 | $180K | Buy |
2,020
+1,263
| +167% | +$113K | 0.15% | 62 |
|
|
2014
Q2 | $65K | Hold |
757
| – | – | 0.05% | 75 |
|
|
2014
Q1 | $61K | Buy |
757
+100
| +15% | +$8.06K | 0.05% | 75 |
|
|
2013
Q4 | $50K | Hold |
657
| – | – | 0.05% | 86 |
|
|
2013
Q3 | $45K | Buy |
657
+57
| +10% | +$3.9K | 0.04% | 77 |
|
|
2013
Q2 | $38K | Buy |
+600
| New | +$38K | 0.04% | 81 |
|