Groesbeck Investment Management’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 |
-14,050
| Closed | -$1.39M | – | 95 |
|
|
2017
Q3 | $1.39M | Sell |
14,050
-375
| -3% | -$37K | 1% | 31 |
|
|
2017
Q2 | $1.53M | Hold |
14,425
| – | – | 1.13% | 29 |
|
|
2017
Q1 | $1.64M | Hold |
14,425
| – | – | 1.22% | 28 |
|
|
2016
Q4 | $1.5M | Hold |
14,425
| – | – | 1.17% | 28 |
|
|
2016
Q3 | $1.34M | Hold |
14,425
| – | – | 0.99% | 29 |
|
|
2016
Q2 | $1.41M | Hold |
14,425
| – | – | 1.03% | 36 |
|
|
2016
Q1 | $1.43M | Hold |
14,425
| – | – | 1.03% | 35 |
|
|
2015
Q4 | $1.52M | Hold |
14,425
| – | – | 0.97% | 40 |
|
|
2015
Q3 | $1.47M | Hold |
14,425
| – | – | 0.93% | 40 |
|
|
2015
Q2 | $1.65M | Buy |
+14,425
| New | +$1.65M | 0.79% | 48 |
|