CT Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $181K | Buy |
1,597
+1
| +0.1% | +$113 | 0.11% | 159 |
|
|
2016
Q4 | $166K | Hold |
1,596
| – | – | 0.11% | 156 |
|
|
2016
Q3 | $148K | Hold |
1,596
| – | – | 0.09% | 163 |
|
|
2016
Q2 | $156K | Hold |
1,596
| – | – | 0.1% | 159 |
|
|
2016
Q1 | $158K | Hold |
1,596
| – | – | 0.09% | 169 |
|
|
2015
Q4 | $168K | Hold |
1,596
| – | – | 0.1% | 164 |
|
|
2015
Q3 | $163K | Buy |
1,596
+12
| +0.8% | +$1.23K | 0.1% | 162 |
|
|
2015
Q2 | $181K | Hold |
1,584
| – | – | 0.1% | 163 |
|
|
2015
Q1 | $166K | Buy |
1,584
+7
| +0.4% | +$734 | 0.09% | 176 |
|
|
2014
Q4 | $149K | Buy |
+1,577
| New | +$149K | 0.11% | 136 |
|
|
2014
Q1 | $166K | Buy |
+1,584
| New | +$166K | 0.09% | 176 |
|