Leonetti & Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-58,480
| Closed | -$5.81M | – | 42 |
|
2016
Q1 | $5.81M | Sell |
58,480
-61,195
| -51% | -$6.08M | 1.69% | 24 |
|
2015
Q4 | $12.6M | Sell |
119,675
-125
| -0.1% | -$13.1K | 3.76% | 7 |
|
2015
Q3 | $12.2M | Sell |
119,800
-1,275
| -1% | -$130K | 3.87% | 7 |
|
2015
Q2 | $13.8M | Buy |
121,075
+1,635
| +1% | +$187K | 3.95% | 7 |
|
2015
Q1 | $12.5M | Buy |
119,440
+775
| +0.7% | +$81.3K | 3.73% | 8 |
|
2014
Q4 | $11.2M | Sell |
118,665
-3,450
| -3% | -$325K | 3.49% | 9 |
|
2014
Q3 | $10.9M | Sell |
122,115
-400
| -0.3% | -$35.6K | 3.49% | 9 |
|
2014
Q2 | $10.5M | Sell |
122,515
-435
| -0.4% | -$37.3K | 3.61% | 11 |
|
2014
Q1 | $9.85M | Buy |
122,950
+1,950
| +2% | +$156K | 3.31% | 11 |
|
2013
Q4 | $9.24M | Buy |
121,000
+2,900
| +2% | +$222K | 3.21% | 11 |
|
2013
Q3 | $7.62M | Sell |
118,100
-2,600
| -2% | -$168K | 2.78% | 14 |
|
2013
Q2 | $7.62M | Buy |
+120,700
| New | +$7.62M | 2.92% | 12 |
|