FDO Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,024
| Closed | -$540K | – | 32 |
|
|
2017
Q4 | $540K | Sell |
5,024
-14,055
| -74% | -$1.51M | 0.46% | 95 |
|
|
2017
Q3 | $1.88M | Buy |
+19,079
| New | +$1.88M | 0.75% | 38 |
|
|
2017
Q2 | – | Sell |
-26,667
| Closed | -$3.02M | – | 250 |
|
|
2017
Q1 | $3.02M | Buy |
26,667
+21,040
| +374% | +$2.39M | 0.75% | 41 |
|
|
2016
Q4 | $586K | Sell |
5,627
-12,442
| -69% | -$1.3M | 0.24% | 151 |
|
|
2016
Q3 | $1.68M | Buy |
18,069
+7,524
| +71% | +$699K | 0.72% | 47 |
|
|
2016
Q2 | $1.03M | Sell |
10,545
-4,556
| -30% | -$446K | 0.56% | 79 |
|
|
2016
Q1 | $1.5M | Buy |
15,101
+2,825
| +23% | +$281K | 0.98% | 13 |
|
|
2015
Q4 | $1.29M | Buy |
+12,276
| New | +$1.29M | 0.73% | 37 |
|