Rothschild & Co Wealth Management (UK)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-90
| Closed | -$9K | – | 43 |
|
|
2016
Q1 | $9K | Hold |
90
| – | – | ﹤0.01% | 38 |
|
|
2015
Q4 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 47 |
|
|
2015
Q2 | – | Sell |
-3,570
| Closed | -$374K | – | 66 |
|
|
2015
Q1 | $374K | Hold |
3,570
| – | – | 0.04% | 34 |
|
|
2014
Q4 | $336K | Hold |
3,570
| – | – | 0.04% | 28 |
|
|
2014
Q3 | $318K | Sell |
3,570
-795
| -18% | -$70.8K | 0.04% | 30 |
|
|
2014
Q2 | $374K | Buy |
4,365
+795
| +22% | +$68.1K | 0.04% | 29 |
|
|
2014
Q1 | $286K | Buy |
+3,570
| New | +$286K | 0.04% | 33 |
|