HIM
Hotaling Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,104
| Closed | -$235K | – | 109 |
|
|
2020
Q2 | $235K | Buy |
+2,104
| New | +$235K | 0.14% | 95 |
|
|
2020
Q1 | – | Sell |
-15,037
| Closed | -$2.18M | – | 104 |
|
|
2019
Q4 | $2.18M | Buy |
15,037
+143
| +1% | +$20.7K | 1.25% | 25 |
|
|
2019
Q3 | $1.94M | Buy |
14,894
+731
| +5% | +$95.3K | 1.25% | 27 |
|
|
2019
Q2 | $1.98M | Buy |
14,163
+129
| +0.9% | +$18K | 1.27% | 23 |
|
|
2019
Q1 | $1.56M | Buy |
14,034
+7,447
| +113% | +$827K | 1.05% | 30 |
|
|
2018
Q4 | $722K | Buy |
+6,587
| New | +$722K | 0.59% | 62 |
|