Eliot Finkel Investment Counsel’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-34,895
| Closed | -$5.05M | – | 31 |
|
|
2019
Q4 | $5.05M | Sell |
34,895
-340
| -1% | -$49.2K | 3.26% | 15 |
|
|
2019
Q3 | $4.59M | Sell |
35,235
-620
| -2% | -$80.8K | 3.28% | 16 |
|
|
2019
Q2 | $5.01M | Sell |
35,855
-200
| -0.6% | -$27.9K | 3.21% | 13 |
|
|
2019
Q1 | $4M | Sell |
36,055
-120
| -0.3% | -$13.3K | 2.65% | 19 |
|
|
2018
Q4 | $3.97M | Sell |
36,175
-420
| -1% | -$46.1K | 2.9% | 17 |
|
|
2018
Q3 | $4.28M | Sell |
36,595
-2,000
| -5% | -$234K | 2.73% | 19 |
|
|
2018
Q2 | $4.05M | Sell |
38,595
-315
| -0.8% | -$33K | 2.73% | 18 |
|
|
2018
Q1 | $3.91M | Buy |
38,910
+16,800
| +76% | +$1.69M | 2.75% | 18 |
|
|
2017
Q4 | $2.38M | Buy |
+22,110
| New | +$2.38M | 1.57% | 29 |
|