Independent Portfolio Consultants’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $17K | Hold |
160
| – | – | 0.01% | 630 |
|
|
2017
Q1 | $18K | Buy |
160
+18
| +13% | +$2.03K | 0.01% | 663 |
|
|
2016
Q4 | $15K | Sell |
142
-891
| -86% | -$94.1K | ﹤0.01% | 657 |
|
|
2016
Q3 | $96K | Sell |
1,033
-160
| -13% | -$14.9K | 0.03% | 452 |
|
|
2016
Q2 | $117K | Sell |
1,193
-320
| -21% | -$31.4K | 0.04% | 422 |
|
|
2016
Q1 | $150K | Buy |
1,513
+155
| +11% | +$15.4K | 0.04% | 407 |
|
|
2015
Q4 | $143K | Buy |
1,358
+190
| +16% | +$20K | 0.04% | 383 |
|
|
2015
Q3 | $119K | Sell |
1,168
-50
| -4% | -$5.09K | 0.03% | 427 |
|
|
2015
Q2 | $139K | Buy |
1,218
+547
| +82% | +$62.4K | 0.03% | 431 |
|
|
2015
Q1 | $70K | Buy |
671
+410
| +157% | +$42.8K | 0.01% | 557 |
|
|
2014
Q4 | $25K | Buy |
261
+44
| +20% | +$4.22K | 0.01% | 663 |
|
|
2014
Q3 | $19K | Buy |
+217
| New | +$19K | 0.01% | 699 |
|