Girard Securities’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,367
| Closed | -$430K | – | 18 |
|
|
2017
Q3 | $430K | Sell |
4,367
-4,781
| -52% | -$471K | 0.38% | 60 |
|
|
2017
Q2 | $972K | Sell |
9,148
-3,512
| -28% | -$373K | 0.73% | 35 |
|
|
2017
Q1 | $1.44M | Buy |
12,660
+153
| +1% | +$17.3K | 1.23% | 20 |
|
|
2016
Q4 | $1.3M | Sell |
12,507
-43
| -0.3% | -$4.48K | 1.13% | 17 |
|
|
2016
Q3 | $1.17M | Sell |
12,550
-1,333
| -10% | -$124K | 1.19% | 17 |
|
|
2016
Q2 | $1.36M | Buy |
13,883
+937
| +7% | +$91.9K | 1.25% | 20 |
|
|
2016
Q1 | $1.29M | Sell |
12,946
-149
| -1% | -$14.8K | 1.27% | 19 |
|
|
2015
Q4 | $1.38M | Buy |
+13,095
| New | +$1.38M | 1.38% | 14 |
|