LWM
LBA Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $85K | Hold |
745
| – | – | 0.04% | 159 |
|
|
2016
Q4 | $78K | Buy |
745
+200
| +37% | +$20.9K | 0.04% | 160 |
|
|
2016
Q3 | $51K | Sell |
545
-9,951
| -95% | -$931K | 0.03% | 197 |
|
|
2016
Q2 | $1.03M | Sell |
10,496
-325
| -3% | -$31.8K | 0.58% | 31 |
|
|
2016
Q1 | $1.08M | Sell |
10,821
-880
| -8% | -$87.4K | 0.62% | 29 |
|
|
2015
Q4 | $1.23M | Buy |
11,701
+543
| +5% | +$57.1K | 0.71% | 26 |
|
|
2015
Q3 | $1.14M | Sell |
11,158
-135
| -1% | -$13.8K | 0.72% | 24 |
|
|
2015
Q2 | $1.29M | Sell |
11,293
-200
| -2% | -$22.8K | 0.81% | 21 |
|
|
2015
Q1 | $1.21M | Hold |
11,493
| – | – | 0.76% | 27 |
|
|
2014
Q4 | $1.08M | Sell |
11,493
-1,795
| -14% | -$169K | 0.72% | 28 |
|
|
2014
Q3 | $1.18M | Buy |
13,288
+150
| +1% | +$13.4K | 0.82% | 24 |
|
|
2014
Q2 | $1.13M | Sell |
13,138
-400
| -3% | -$34.3K | 0.92% | 24 |
|
|
2014
Q1 | $1.08M | Sell |
13,538
-1,018
| -7% | -$81.5K | 0.89% | 26 |
|
|
2013
Q4 | $1.11M | Buy |
+14,556
| New | +$1.11M | 0.92% | 25 |
|