Credential Securities’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $8.24M | Buy |
78,567
+7,091
| +10% | +$744K | 1.87% | 18 |
|
|
2018
Q1 | $7.18M | Buy |
71,476
+10,837
| +18% | +$1.09M | 1.71% | 18 |
|
|
2017
Q4 | $6.54M | Buy |
+60,639
| New | +$6.54M | 1.58% | 19 |
|
|
2017
Q3 | – | Sell |
-5,638
| Closed | -$596K | – | 271 |
|
|
2017
Q2 | $596K | Sell |
5,638
-89
| -2% | -$9.41K | 0.18% | 107 |
|
|
2017
Q1 | $649K | Sell |
5,727
-1,142
| -17% | -$129K | 0.23% | 105 |
|
|
2016
Q4 | $716K | Sell |
6,869
-469
| -6% | -$48.9K | 0.29% | 87 |
|
|
2016
Q3 | $681K | Buy |
7,338
+67
| +0.9% | +$6.22K | 0.31% | 91 |
|
|
2016
Q2 | $711K | Buy |
7,271
+33
| +0.5% | +$3.23K | 0.37% | 88 |
|
|
2016
Q1 | $719K | Buy |
7,238
+149
| +2% | +$14.8K | 0.42% | 74 |
|
|
2015
Q4 | $745K | Buy |
7,089
+675
| +11% | +$70.9K | 0.49% | 67 |
|
|
2015
Q3 | $656K | Buy |
+6,414
| New | +$656K | 0.46% | 70 |
|