ICAS
Investors Capital Advisory Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $3.1M | Sell |
31,679
-305
| -1% | -$29.8K | 0.59% | 24 |
|
|
2016
Q1 | $3.18M | Buy |
31,984
+1,354
| +4% | +$134K | 0.63% | 23 |
|
|
2015
Q4 | $3.22M | Buy |
30,630
+4,061
| +15% | +$427K | 0.62% | 22 |
|
|
2015
Q3 | $2.72M | Buy |
26,569
+4,063
| +18% | +$415K | 0.54% | 26 |
|
|
2015
Q2 | $2.57M | Buy |
22,506
+3,851
| +21% | +$439K | 0.47% | 32 |
|
|
2015
Q1 | $1.96M | Buy |
18,655
+131
| +0.7% | +$13.7K | 0.36% | 50 |
|
|
2014
Q4 | $1.74M | Buy |
18,524
+1,072
| +6% | +$101K | 0.33% | 62 |
|
|
2014
Q3 | $1.55M | Buy |
17,452
+173
| +1% | +$15.4K | 0.31% | 72 |
|
|
2014
Q2 | $1.48M | Buy |
17,279
+802
| +5% | +$68.7K | 0.24% | 107 |
|
|
2014
Q1 | $1.32M | Buy |
16,477
+1,667
| +11% | +$133K | 0.28% | 83 |
|
|
2013
Q4 | $1.13M | Buy |
14,810
+2,761
| +23% | +$211K | 0.26% | 111 |
|
|
2013
Q3 | $776K | Buy |
12,049
+417
| +4% | +$26.9K | 0.2% | 141 |
|
|
2013
Q2 | $733K | Buy |
+11,632
| New | +$733K | 0.22% | 125 |
|