Hays Advisory’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-2,405
| Closed | -$281K | – | 12 |
|
2018
Q3 | $281K | Buy |
2,405
+202
| +9% | +$23.6K | 0.18% | 62 |
|
2018
Q2 | $231K | Sell |
2,203
-143
| -6% | -$15K | 0.13% | 62 |
|
2018
Q1 | $236K | Sell |
2,346
-940
| -29% | -$94.6K | 0.11% | 75 |
|
2017
Q4 | $353K | Buy |
3,286
+664
| +25% | +$71.3K | 0.13% | 74 |
|
2017
Q3 | $258K | Buy |
2,622
+274
| +12% | +$27K | 0.07% | 73 |
|
2017
Q2 | $249K | Buy |
2,348
+136
| +6% | +$14.4K | 0.06% | 73 |
|
2017
Q1 | $251K | Buy |
2,212
+225
| +11% | +$25.5K | 0.06% | 64 |
|
2016
Q4 | $207K | Buy |
+1,987
| New | +$207K | 0.05% | 72 |
|