KA
Kaizen Advisory’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $442K | Buy |
4,033
+409
| +11% | +$44.8K | 0.31% | 124 |
|
|
2018
Q3 | $424K | Hold |
3,624
| – | – | 0.22% | 127 |
|
|
2018
Q2 | $380K | Buy |
3,624
+2,143
| +145% | +$225K | 0.19% | 127 |
|
|
2018
Q1 | $149K | Sell |
1,481
-10,231
| -87% | -$1.03M | 0.15% | 108 |
|
|
2017
Q4 | $583K | Buy |
+11,712
| New | +$583K | 0.35% | 96 |
|