Independence Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $490K | Sell |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $387K | Sell |
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|
2019
Q4 | $724K | Sell |
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|
2019
Q3 | $686K | Buy |
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|
2019
Q2 | $691K | Buy |
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|
2019
Q1 | $500K | Buy |
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|
2018
Q4 | $456K | Hold |
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|
2018
Q3 | $487K | Buy |
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|
2018
Q2 | $434K | Hold |
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|
2018
Q1 | $416K | Hold |
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|
2017
Q4 | $445K | Sell |
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|
2017
Q3 | $465K | Buy |
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|
2017
Q2 | $440K | Buy |
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|
2017
Q1 | $466K | Hold |
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|
2016
Q4 | $428K | Hold |
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|
2016
Q3 | $382K | Buy |
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