Gupta Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $731K | Buy |
7,362
+496
| +7% | +$49.3K | 0.17% | 113 |
|
|
2015
Q4 | $721K | Buy |
6,866
+594
| +9% | +$62.4K | 0.18% | 109 |
|
|
2015
Q3 | $641K | Sell |
6,272
-364
| -5% | -$37.2K | 0.16% | 118 |
|
|
2015
Q2 | $758K | Buy |
6,636
+1,772
| +36% | +$202K | 0.19% | 111 |
|
|
2015
Q1 | $510K | Buy |
+4,864
| New | +$510K | 0.15% | 126 |
|