KMS Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.33M | Buy |
14,938
+1,889
| +14% | +$168K | 0.19% | 126 |
|
|
2014
Q2 | $1.12M | Sell |
13,049
-484
| -4% | -$41.5K | 0.16% | 144 |
|
|
2014
Q1 | $1.08M | Sell |
13,533
-6,215
| -31% | -$497K | 0.17% | 134 |
|
|
2013
Q4 | $1.51M | Buy |
19,748
+2,944
| +18% | +$225K | 0.25% | 95 |
|
|
2013
Q3 | $1.08M | Buy |
16,804
+3,644
| +28% | +$235K | 0.26% | 90 |
|
|
2013
Q2 | $832K | Buy |
+13,160
| New | +$832K | 0.23% | 108 |
|