Mountain Capital Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,248
| Closed | -$327K | – | 47 |
|
|
2019
Q4 | $327K | Sell |
2,248
-1,217
| -35% | -$177K | 0.15% | 32 |
|
|
2019
Q3 | $452K | Sell |
3,465
-218
| -6% | -$28.4K | 0.4% | 25 |
|
|
2019
Q2 | $505K | Buy |
3,683
+148
| +4% | +$20.3K | 0.47% | 22 |
|
|
2019
Q1 | $392K | Buy |
3,535
+778
| +28% | +$86.3K | 0.42% | 23 |
|
|
2018
Q4 | $302K | Sell |
2,757
-408
| -13% | -$44.7K | 0.42% | 21 |
|
|
2018
Q3 | $370K | Buy |
3,165
+137
| +5% | +$16K | 0.36% | 24 |
|
|
2018
Q2 | $317K | Buy |
3,028
+488
| +19% | +$51.1K | 0.31% | 27 |
|
|
2018
Q1 | $255K | Sell |
2,540
-924
| -27% | -$92.8K | 0.28% | 28 |
|
|
2017
Q4 | $372K | Buy |
3,464
+89
| +3% | +$9.56K | 0.36% | 24 |
|
|
2017
Q3 | $333K | Buy |
3,375
+216
| +7% | +$21.3K | 0.3% | 21 |
|
|
2017
Q2 | $336K | Buy |
+3,159
| New | +$336K | 0.33% | 17 |
|