Marcus Capital’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,005
| Closed | -$426K | – | 48 |
|
|
2017
Q2 | $426K | Hold |
4,005
| – | – | 0.36% | 46 |
|
|
2017
Q1 | $454K | Hold |
4,005
| – | – | 0.42% | 45 |
|
|
2016
Q4 | $417K | Sell |
4,005
-200
| -5% | -$20.8K | 0.45% | 44 |
|
|
2016
Q3 | $390K | Hold |
4,205
| – | – | 0.37% | 47 |
|
|
2016
Q2 | $411K | Hold |
4,205
| – | – | 0.43% | 47 |
|
|
2016
Q1 | $418K | Hold |
4,205
| – | – | 0.46% | 45 |
|
|
2015
Q4 | $442K | Buy |
+4,205
| New | +$442K | 0.47% | 42 |
|