CWA
Cypress Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $680K | Sell |
6,125
-18
| -0.3% | -$2K | 0.78% | 41 |
|
|
2018
Q4 | $674K | Sell |
6,143
-379
| -6% | -$41.6K | 0.93% | 36 |
|
|
2018
Q3 | $763K | Hold |
6,522
| – | – | 0.8% | 41 |
|
|
2018
Q2 | $684K | Hold |
6,522
| – | – | 0.74% | 45 |
|
|
2018
Q1 | $655K | Sell |
6,522
-138
| -2% | -$13.9K | 0.71% | 47 |
|
|
2017
Q4 | $716K | Buy |
6,660
+117
| +2% | +$12.6K | 0.69% | 45 |
|
|
2017
Q3 | $645K | Sell |
6,543
-2,494
| -28% | -$246K | 1.04% | 26 |
|
|
2017
Q2 | $960K | Sell |
9,037
-4,213
| -32% | -$448K | 1.12% | 24 |
|
|
2017
Q1 | $1.5M | Sell |
13,250
-80
| -0.6% | -$9.07K | 0.69% | 37 |
|
|
2016
Q4 | $1.39M | Buy |
13,330
+512
| +4% | +$53.4K | 0.63% | 38 |
|
|
2016
Q3 | $1.19M | Buy |
12,818
+705
| +6% | +$65.5K | 0.54% | 48 |
|
|
2016
Q2 | $1.19M | Sell |
12,113
-1,544
| -11% | -$151K | 0.59% | 42 |
|
|
2016
Q1 | $1.36M | Buy |
13,657
+3,820
| +39% | +$379K | 0.62% | 36 |
|
|
2015
Q4 | $1.03M | Buy |
9,837
+94
| +1% | +$9.88K | 0.52% | 43 |
|
|
2015
Q3 | $996K | Sell |
9,743
-30
| -0.3% | -$3.07K | 0.54% | 41 |
|
|
2015
Q2 | $1.12M | Buy |
+9,773
| New | +$1.12M | 0.65% | 44 |
|