Kanaly Trust’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $107K | Buy |
1,031
+50
| +5% | +$5.19K | 0.02% | 199 |
|
|
2016
Q3 | $91K | Sell |
981
-54
| -5% | -$5.01K | 0.02% | 218 |
|
|
2016
Q2 | $101K | Sell |
1,035
-111
| -10% | -$10.8K | 0.02% | 202 |
|
|
2016
Q1 | $114K | Sell |
1,146
-13
| -1% | -$1.29K | 0.02% | 195 |
|
|
2015
Q4 | $122K | Buy |
1,159
+89
| +8% | +$9.37K | 0.03% | 182 |
|
|
2015
Q3 | $109K | Buy |
1,070
+15
| +1% | +$1.53K | 0.02% | 198 |
|
|
2015
Q2 | $120K | Buy |
1,055
+275
| +35% | +$31.3K | 0.02% | 197 |
|
|
2015
Q1 | $82K | Buy |
780
+85
| +12% | +$8.94K | 0.02% | 227 |
|
|
2014
Q4 | $65K | Buy |
695
+18
| +3% | +$1.68K | 0.01% | 266 |
|
|
2014
Q3 | $60K | Hold |
677
| – | – | 0.01% | 278 |
|
|
2014
Q2 | $58K | Sell |
677
-257
| -28% | -$22K | 0.01% | 293 |
|
|
2014
Q1 | $75K | Buy |
934
+384
| +70% | +$30.8K | 0.01% | 264 |
|
|
2013
Q4 | $42K | Buy |
+550
| New | +$42K | 0.01% | 316 |
|