KKAMG
Kernodle & Katon Asset Management Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $74K | Hold |
650
| – | – | 0.04% | 148 |
|
|
2016
Q4 | $68K | Sell |
650
-550
| -46% | -$57.5K | 0.04% | 151 |
|
|
2016
Q3 | $111K | Hold |
1,200
| – | – | 0.07% | 127 |
|
|
2016
Q2 | $117K | Hold |
1,200
| – | – | 0.11% | 78 |
|
|
2016
Q1 | $119K | Hold |
1,200
| – | – | 0.11% | 68 |
|
|
2015
Q4 | $126K | Buy |
+1,200
| New | +$126K | 0.12% | 48 |
|