CWA
Constellation Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,631
| Closed | -$696K | – | 176 |
|
|
2015
Q1 | $696K | Hold |
6,631
| – | – | 0.06% | 132 |
|
|
2014
Q4 | $625K | Hold |
6,631
| – | – | 0.05% | 131 |
|
|
2014
Q3 | $590K | Hold |
6,631
| – | – | 0.05% | 133 |
|
|
2014
Q2 | $569K | Hold |
6,631
| – | – | 0.06% | 119 |
|
|
2014
Q1 | $531K | Buy |
6,631
+380
| +6% | +$30.4K | 0.05% | 140 |
|
|
2013
Q4 | $478K | Hold |
6,251
| – | – | 0.05% | 153 |
|
|
2013
Q3 | $403K | Hold |
6,251
| – | – | 0.05% | 154 |
|
|
2013
Q2 | $395K | Buy |
+6,251
| New | +$395K | 0.05% | 148 |
|