Integrated Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.7M | Sell |
15,027
-615
| -4% | -$69.7K | 0.57% | 52 |
|
|
2016
Q4 | $1.63M | Sell |
15,642
-699
| -4% | -$72.8K | 0.61% | 48 |
|
|
2016
Q3 | $1.52M | Buy |
16,341
+52
| +0.3% | +$4.83K | 0.54% | 47 |
|
|
2016
Q2 | $1.59M | Sell |
16,289
-573
| -3% | -$56K | 0.62% | 38 |
|
|
2016
Q1 | $1.68M | Buy |
16,862
+838
| +5% | +$83.2K | 0.71% | 33 |
|
|
2015
Q4 | $1.68M | Buy |
16,024
+384
| +2% | +$40.4K | 0.73% | 32 |
|
|
2015
Q3 | $1.6M | Buy |
15,640
+2,282
| +17% | +$233K | 0.7% | 33 |
|
|
2015
Q2 | $1.53M | Buy |
13,358
+210
| +2% | +$24K | 0.59% | 36 |
|
|
2015
Q1 | $1.38M | Buy |
+13,148
| New | +$1.38M | 0.58% | 35 |
|