Hengehold Capital 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
Q1 | – | Sell |
-2,356
| Closed | -$246K | – | 112 |
|
|
2016
Q4 | $246K | Sell |
2,356
-240
| -9% | -$25.1K | 0.08% | 95 |
|
|
2016
Q3 | $241K | Buy |
2,596
+289
| +13% | +$26.8K | 0.08% | 89 |
|
|
2016
Q2 | $226K | Buy |
2,307
+20
| +0.9% | +$1.96K | 0.07% | 86 |
|
|
2016
Q1 | $227K | Hold |
2,287
| – | – | 0.07% | 86 |
|
|
2015
Q4 | $240K | Sell |
2,287
-3,748
| -62% | -$393K | 0.09% | 77 |
|
|
2015
Q3 | $617K | Buy |
+6,035
| New | +$617K | 0.27% | 50 |
|