Gary Goldberg Planning Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $91K | Buy |
970
+400
| +70% | +$37.5K | 0.04% | 158 |
|
|
2014
Q3 | $51K | Hold |
570
| – | – | 0.02% | 219 |
|
|
2014
Q2 | $49K | Buy |
570
+245
| +75% | +$21.1K | 0.02% | 224 |
|
|
2014
Q1 | $26K | Hold |
325
| – | – | 0.01% | 258 |
|
|
2013
Q4 | $25K | Sell |
325
-60
| -16% | -$4.62K | 0.01% | 242 |
|
|
2013
Q3 | $25K | Sell |
385
-2,794
| -88% | -$181K | 0.02% | 237 |
|
|
2013
Q2 | $201K | Buy |
+3,179
| New | +$201K | 0.13% | 80 |
|