JSA
Jacobson & Schmitt Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,137
| Closed | -$224K | – | 42 |
|
|
2018
Q2 | $224K | Sell |
2,137
-28
| -1% | -$2.94K | 0.15% | 45 |
|
|
2018
Q1 | $217K | Buy |
2,165
+3
| +0.1% | +$301 | 0.15% | 44 |
|
|
2017
Q4 | $232K | Hold |
2,162
| – | – | 0.16% | 42 |
|
|
2017
Q3 | $213K | Buy |
2,162
+46
| +2% | +$4.53K | 0.14% | 46 |
|
|
2017
Q2 | $225K | Hold |
2,116
| – | – | 0.15% | 44 |
|
|
2017
Q1 | $240K | Buy |
+2,116
| New | +$240K | 0.17% | 44 |
|