Florence Capital Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $349K | Hold |
2,500
| – | – | 0.33% | 12 |
|
|
2019
Q1 | $278K | Sell |
2,500
-583
| -19% | -$64.8K | 0.27% | 13 |
|
|
2018
Q4 | $341K | Buy |
+3,083
| New | +$341K | 0.33% | 11 |
|
|
2017
Q4 | $785K | Hold |
7,297
| – | – | 0.78% | 8 |
|
|
2017
Q3 | $719K | Hold |
7,297
| – | – | 0.78% | 7 |
|
|
2017
Q2 | $787K | Hold |
7,297
| – | – | 2.6% | 7 |
|
|
2017
Q1 | $827K | Sell |
7,297
-50
| -0.7% | -$5.67K | 2.78% | 7 |
|
|
2016
Q4 | $766K | Buy |
+7,347
| New | +$766K | 0.84% | 9 |
|