Partnervest Advisory Services’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.95M	Buy	15,738 +1,469	+10%	+$184K	0.62%	33
2020 Q2	$1.59M	Sell	14,269 -2,387	-14%	-$264K	0.6%	29
2020 Q1	$1.61M	Buy	16,656 +3,167	+23%	+$400K	0.72%	22
2019 Q4	$1.95M	Buy	13,489 +119	+0.9%	+$16.6K	0.72%	23
2019 Q3	$1.74M	Buy	13,370 +5,075	+61%	+$702K	0.62%	27
2019 Q2	$1.16M	Buy	8,295 +2,356	+40%	+$312K	0.46%	44
2019 Q1	$659K	Buy	5,939 +1,206	+25%	+$135K	0.27%	74
2018 Q4	$519K	Sell	4,733 -295	-6%	-$33.5K	0.25%	86
2018 Q3	$588K	Buy	5,028 +1,452	+41%	+$162K	0.23%	89
2018 Q2	$375K	Buy	3,576 +357	+11%	+$36.5K	0.17%	119
2018 Q1	$323K	Sell	3,219 -300	-9%	-$31.9K	0.15%	143
2017 Q4	$378K	Sell	3,519 -501	-12%	-$51.6K	0.18%	117
2017 Q3	$396K	Sell	4,020 -1,823	-31%	-$188K	0.19%	117
2017 Q2	$621K	Sell	5,843 -21	-0.4%	-$2.3K	0.28%	78
2017 Q1	$665K	Buy	5,864 +217	+4%	+$23.9K	0.3%	71
2016 Q4	$589K	Buy	5,647 +122	+2%	+$11.9K	0.27%	78
2016 Q3	$513K	Sell	5,525 -2,433	-31%	-$233K	0.24%	86
2016 Q2	$778K	Buy	7,958 +234	+3%	+$23.4K	0.39%	50
2016 Q1	$767K	Buy	7,724 +302	+4%	+$29.2K	0.43%	48
2015 Q4	$780K	Buy	7,422 +774	+12%	+$86.3K	0.43%	48
2015 Q3	$679K	Buy	6,648 +298	+5%	+$32.5K	0.39%	51
2015 Q2	$725K	Buy	6,350 +3,637	+134%	+$399K	0.36%	50
2015 Q1	$285K	Buy	2,713 +578	+27%	+$58.3K	0.15%	119
2014 Q4	$201K	Buy	+2,135	New	+$192K	0.1%	145
2014 Q3	–	Sell	-1,925	Closed	-$165K	–	300
2014 Q2	$165K	Buy	1,925 +129	+7%	+$10.5K	0.07%	171
2014 Q1	$144K	Sell	1,796 -387	-18%	-$30K	0.06%	181
2013 Q4	$167K	Sell	2,183 -300	-12%	-$20.8K	0.08%	165
2013 Q3	$160K	Sell	2,483 -20	-0.8%	-$1.28K	0.08%	144
2013 Q2	$158K	Buy	+2,503	New	+$158K	0.07%	118