Placemark Investments’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $20.3M | Sell |
215,783
-9,609
| -4% | -$905K | 0.36% | 51 |
|
|
2014
Q3 | $20.1M | Sell |
225,392
-4,551
| -2% | -$405K | 0.37% | 50 |
|
|
2014
Q2 | $19.7M | Sell |
229,943
-5,371
| -2% | -$460K | 0.35% | 52 |
|
|
2014
Q1 | $18.8M | Buy |
235,314
+401
| +0.2% | +$32.1K | 0.36% | 40 |
|
|
2013
Q4 | $17.9M | Buy |
234,913
+16,490
| +8% | +$1.26M | 0.29% | 69 |
|
|
2013
Q3 | $14.1M | Sell |
218,423
-19,040
| -8% | -$1.23M | 0.27% | 78 |
|
|
2013
Q2 | $15M | Buy |
+237,463
| New | +$15M | 0.32% | 65 |
|