Elite Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $51K | Buy |
+545
| New | +$51K | 0.08% | 56 |
|
|
2016
Q1 | – | Sell |
-13,718
| Closed | -$1.44M | – | 41 |
|
|
2015
Q4 | $1.44M | Buy |
13,718
+4,442
| +48% | +$467K | 2.14% | 11 |
|
|
2015
Q3 | $948K | Sell |
9,276
-3,432
| -27% | -$351K | 1.49% | 21 |
|
|
2015
Q2 | $1.45M | Sell |
12,708
-1,253
| -9% | -$143K | 1.5% | 18 |
|
|
2015
Q1 | $1.46M | Buy |
13,961
+7,424
| +114% | +$779K | 1.3% | 19 |
|
|
2014
Q4 | $615K | Sell |
6,537
-218
| -3% | -$20.5K | 0.59% | 40 |
|
|
2014
Q3 | $601K | Sell |
6,755
-2,793
| -29% | -$248K | 0.54% | 38 |
|
|
2014
Q2 | $819K | Sell |
9,548
-2,440
| -20% | -$209K | 0.82% | 31 |
|
|
2014
Q1 | $960K | Sell |
11,988
-25,197
| -68% | -$2.02M | 0.78% | 37 |
|
|
2013
Q4 | $2.84M | Buy |
37,185
+35,053
| +1,644% | +$2.68M | 2.08% | 9 |
|
|
2013
Q3 | $137K | Buy |
2,132
+1,152
| +118% | +$74K | 0.12% | 95 |
|
|
2013
Q2 | $62K | Buy |
+980
| New | +$62K | 0.09% | 111 |
|