Independence Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $490K | Sell |
3,953
-58
| -1% | -$7.19K | 0.11% | 52 |
|
|
2020
Q2 | $447K | Buy |
4,011
+4
| +0.1% | +$446 | 0.1% | 52 |
|
|
2020
Q1 | $387K | Sell |
4,007
-999
| -20% | -$96.5K | 0.11% | 50 |
|
|
2019
Q4 | $724K | Sell |
5,006
-258
| -5% | -$37.3K | 0.17% | 43 |
|
|
2019
Q3 | $686K | Buy |
5,264
+318
| +6% | +$41.4K | 0.17% | 43 |
|
|
2019
Q2 | $691K | Buy |
4,946
+444
| +10% | +$62K | 0.18% | 44 |
|
|
2019
Q1 | $500K | Buy |
4,502
+339
| +8% | +$37.7K | 0.14% | 51 |
|
|
2018
Q4 | $456K | Hold |
4,163
| – | – | 0.15% | 51 |
|
|
2018
Q3 | $487K | Buy |
4,163
+21
| +0.5% | +$2.46K | 0.15% | 46 |
|
|
2018
Q2 | $434K | Hold |
4,142
| – | – | 0.14% | 48 |
|
|
2018
Q1 | $416K | Hold |
4,142
| – | – | 0.14% | 47 |
|
|
2017
Q4 | $445K | Sell |
4,142
-578
| -12% | -$62.1K | 0.15% | 45 |
|
|
2017
Q3 | $465K | Buy |
4,720
+578
| +14% | +$56.9K | 0.19% | 40 |
|
|
2017
Q2 | $440K | Buy |
4,142
+32
| +0.8% | +$3.4K | 0.18% | 45 |
|
|
2017
Q1 | $466K | Hold |
4,110
| – | – | 0.2% | 43 |
|
|
2016
Q4 | $428K | Hold |
4,110
| – | – | 0.19% | 45 |
|
|
2016
Q3 | $382K | Buy |
+4,110
| New | +$382K | 0.18% | 45 |
|