Lyons Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $673K | Buy |
4,646
+18
| +0.4% | +$2.61K | 1.97% | 9 |
|
|
2019
Q3 | $603K | Buy |
4,628
+216
| +5% | +$28.1K | 1.57% | 12 |
|
|
2019
Q2 | $616K | Buy |
+4,412
| New | +$616K | 1.47% | 14 |
|
|
2019
Q1 | – | Sell |
-7,938
| Closed | -$870K | – | 21 |
|
|
2018
Q4 | $870K | Sell |
7,938
-513
| -6% | -$56.2K | 2.84% | 7 |
|
|
2018
Q3 | $987K | Sell |
8,451
-189
| -2% | -$22.1K | 1.96% | 14 |
|
|
2018
Q2 | $907K | Sell |
8,640
-505
| -6% | -$53K | 1.3% | 13 |
|
|
2018
Q1 | $919K | Buy |
9,145
+488
| +6% | +$49K | 1.4% | 13 |
|
|
2017
Q4 | $931K | Buy |
+8,657
| New | +$931K | 1.52% | 13 |
|