Independence Trust’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $266K | Hold |
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|
2017
Q3 | $244K | Sell |
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $374K | Buy |
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|
2016
Q4 | $325K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $215K | Sell |
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|
2015
Q4 | $583K | Buy |
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|
2015
Q3 | $396K | Buy |
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|
2015
Q2 | $397K | Hold |
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|
2015
Q1 | $364K | Buy |
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|
2014
Q4 | $257K | Buy |
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