Lilley & Co’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $677K | Buy |
7,902
+1,480
| +23% | +$127K | 0.3% | 63 |
|
|
2014
Q1 | $514K | Buy |
6,422
+1,709
| +36% | +$137K | 0.24% | 71 |
|
|
2013
Q4 | $360K | Buy |
4,713
+401
| +9% | +$30.6K | 0.17% | 77 |
|
|
2013
Q3 | $278K | Sell |
4,312
-383
| -8% | -$24.7K | 0.15% | 82 |
|
|
2013
Q2 | $297K | Buy |
+4,695
| New | +$297K | 0.16% | 77 |
|