GCA
Gideon Capital Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15,089
| Closed | -$1.97M | – | 294 |
|
|
2019
Q3 | $1.97M | Buy |
+15,089
| New | +$1.97M | 0.64% | 42 |
|
|
2018
Q3 | – | Sell |
-3,152
| Closed | -$330K | – | 381 |
|
|
2018
Q2 | $330K | Buy |
+3,152
| New | +$330K | 0.17% | 233 |
|
|
2016
Q3 | – | Sell |
-8,858
| Closed | -$866K | – | 209 |
|
|
2016
Q2 | $866K | Buy |
+8,858
| New | +$866K | 0.5% | 65 |
|
|
2016
Q1 | – | Sell |
-21,145
| Closed | -$2.22M | – | 166 |
|
|
2015
Q4 | $2.22M | Buy |
21,145
+16,773
| +384% | +$1.76M | 1.61% | 4 |
|
|
2015
Q3 | $447K | Buy |
+4,372
| New | +$447K | 0.26% | 127 |
|
|
2015
Q2 | – | Sell |
-2,928
| Closed | -$307K | – | 254 |
|
|
2015
Q1 | $307K | Buy |
+2,928
| New | +$307K | 0.12% | 188 |
|
|
2014
Q1 | – | Sell |
-6,272
| Closed | -$479K | – | 223 |
|
|
2013
Q4 | $479K | Buy |
+6,272
| New | +$479K | 0.28% | 102 |
|