DFIM
Detwiler Fenton Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $422K | Buy |
+4,016
| New | +$422K | 2.19% | 14 |
|
|
2015
Q2 | $1.34M | Sell |
11,694
-33,367
| -74% | -$3.81M | 4.3% | 2 |
|
|
2015
Q1 | $4.72M | Sell |
45,061
-2,990
| -6% | -$313K | 4.97% | 5 |
|
|
2014
Q4 | $4.53M | Sell |
48,051
-645
| -1% | -$60.8K | 5.11% | 4 |
|
|
2014
Q3 | $4.34M | Buy |
+48,696
| New | +$4.34M | 4.13% | 7 |
|