DPA
Delphi Private Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-818
| Closed | -$88K | – | 92 |
|
|
2017
Q4 | $88K | Buy |
+818
| New | +$88K | 0.22% | 42 |
|
|
2017
Q1 | – | Sell |
-235
| Closed | -$24K | – | 156 |
|
|
2016
Q4 | $24K | Hold |
235
| – | – | 0.04% | 68 |
|
|
2016
Q3 | $22K | Sell |
235
-466
| -66% | -$43.6K | 0.04% | 62 |
|
|
2016
Q2 | $69K | Buy |
701
+17
| +2% | +$1.67K | 0.13% | 34 |
|
|
2016
Q1 | $68K | Sell |
684
-105
| -13% | -$10.4K | 0.12% | 38 |
|
|
2015
Q4 | $83K | Buy |
+789
| New | +$83K | 0.14% | 36 |
|