Parasol Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-355
| Closed | -$37K | – | 103 |
|
|
2016
Q4 | $37K | Sell |
355
-200
| -36% | -$20.8K | 0.04% | 109 |
|
|
2016
Q3 | $52K | Hold |
555
| – | – | 0.05% | 93 |
|
|
2016
Q2 | $54K | Hold |
555
| – | – | 0.06% | 90 |
|
|
2016
Q1 | $55K | Hold |
555
| – | – | 0.05% | 84 |
|
|
2015
Q4 | $58K | Sell |
555
-178
| -24% | -$18.6K | 0.06% | 81 |
|
|
2015
Q3 | $75K | Hold |
733
| – | – | 0.07% | 76 |
|
|
2015
Q2 | $84K | Hold |
733
| – | – | 0.06% | 88 |
|
|
2015
Q1 | $77K | Hold |
733
| – | – | 0.05% | 86 |
|
|
2014
Q4 | $69K | Buy |
733
+455
| +164% | +$42.8K | 0.05% | 94 |
|
|
2014
Q3 | $25K | Buy |
278
+65
| +31% | +$5.85K | 0.02% | 147 |
|
|
2014
Q2 | $18K | Hold |
213
| – | – | 0.01% | 171 |
|
|
2014
Q1 | $17K | Hold |
213
| – | – | 0.01% | 154 |
|
|
2013
Q4 | $16K | Buy |
+213
| New | +$16K | 0.01% | 155 |
|