Cornerstone Financial Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $689K | Buy |
6,389
+268
| +4% | +$28.9K | 0.23% | 77 |
|
|
2017
Q3 | $603K | Buy |
6,121
+690
| +13% | +$68K | 0.23% | 69 |
|
|
2017
Q2 | $577K | Buy |
5,431
+354
| +7% | +$37.6K | 0.23% | 73 |
|
|
2017
Q1 | $574K | Sell |
5,077
-206
| -4% | -$23.3K | 0.19% | 90 |
|
|
2016
Q4 | $551K | Sell |
5,283
-1,101
| -17% | -$115K | 0.18% | 98 |
|
|
2016
Q3 | $596K | Sell |
6,384
-26,133
| -80% | -$2.44M | 0.21% | 79 |
|
|
2016
Q2 | $3.19M | Buy |
32,517
+3,747
| +13% | +$367K | 1.13% | 22 |
|
|
2016
Q1 | $2.86M | Sell |
28,770
-440
| -2% | -$43.7K | 1.11% | 24 |
|
|
2015
Q4 | $3.08M | Buy |
+29,210
| New | +$3.08M | 1.14% | 18 |
|