Gerstein Fisher’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 | $2.9M | Buy |
31,197
+2,307
| +8% | +$214K | 0.36% | 51 |
|
|
2016
Q2 | $2.83M | Sell |
28,890
-278
| -1% | -$27.2K | 0.37% | 50 |
|
|
2016
Q1 | $2.9M | Sell |
29,168
-226
| -0.8% | -$22.4K | 0.39% | 46 |
|
|
2015
Q4 | $3.09M | Buy |
29,394
+924
| +3% | +$97.1K | 0.43% | 36 |
|
|
2015
Q3 | $2.91M | Buy |
28,470
+226
| +0.8% | +$23.1K | 0.44% | 39 |
|
|
2015
Q2 | $3.22M | Sell |
28,244
-518
| -2% | -$59.1K | 0.52% | 29 |
|
|
2015
Q1 | $3.02M | Sell |
28,762
-1,384
| -5% | -$145K | 0.5% | 34 |
|
|
2014
Q4 | $2.83M | Buy |
30,146
+874
| +3% | +$82.2K | 0.46% | 40 |
|
|
2014
Q3 | $2.61M | Buy |
29,272
+3,843
| +15% | +$342K | 0.46% | 38 |
|
|
2014
Q2 | $2.18M | Buy |
25,429
+1,341
| +6% | +$115K | 0.41% | 45 |
|
|
2014
Q1 | $1.93M | Sell |
24,088
-34,894
| -59% | -$2.79M | 0.39% | 47 |
|
|
2013
Q4 | $13.5M | Buy |
58,982
+33,775
| +134% | +$7.7M | 0.5% | 53 |
|
|
2013
Q3 | $1.63M | Buy |
25,207
+2,815
| +13% | +$182K | 0.35% | 50 |
|
|
2013
Q2 | $1.41M | Buy |
+22,392
| New | +$1.41M | 0.34% | 51 |
|