McNamara Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-20,002
| Closed | -$2.1M | – | 51 |
|
2015
Q4 | $2.1M | Sell |
20,002
-500
| -2% | -$52.5K | 2.06% | 24 |
|
2015
Q3 | $2.1M | Buy |
20,502
+101
| +0.5% | +$10.3K | 2.21% | 22 |
|
2015
Q2 | $2.33M | Sell |
20,401
-1,250
| -6% | -$143K | 2.2% | 19 |
|
2015
Q1 | $2.27M | Sell |
21,651
-48
| -0.2% | -$5.04K | 2.09% | 18 |
|
2014
Q4 | $2.04M | Buy |
+21,699
| New | +$2.04M | 1.86% | 20 |
|