MWVC
Morgens Waterfall Vintiadis & Co’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-31,800
| Closed | -$5.87M | – | 34 |
|
|
2021
Q1 | $5.87M | Buy |
31,800
+21,800
| +218% | +$4.02M | 3.26% | 15 |
|
|
2020
Q4 | $1.81M | Buy |
+10,000
| New | +$1.81M | 0.98% | 25 |
|
|
2019
Q1 | – | Sell |
-6,000
| Closed | -$658K | – | 62 |
|
|
2018
Q4 | $658K | Buy |
+6,000
| New | +$658K | 0.59% | 41 |
|
|
2017
Q2 | – | Sell |
-30,800
| Closed | -$3.49M | – | 54 |
|
|
2017
Q1 | $3.49M | Buy |
30,800
+12,800
| +71% | +$1.45M | 3.09% | 8 |
|
|
2016
Q4 | $1.88M | Buy |
+18,000
| New | +$1.88M | 1.79% | 28 |
|
|
2016
Q1 | – | Sell |
-13,000
| Closed | -$1.37M | – | 54 |
|
|
2015
Q4 | $1.37M | Buy |
+13,000
| New | +$1.37M | 0.57% | 30 |
|
|
2015
Q3 | – | Sell |
-20,000
| Closed | -$2.28M | – | 38 |
|
|
2015
Q2 | $2.28M | Buy |
+20,000
| New | +$2.28M | 1.44% | 33 |
|