Sadoff 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,439
| Closed | -$208K | – | 88 |
|
|
2019
Q4 | $208K | Buy |
+1,439
| New | +$208K | 0.02% | 96 |
|
|
2019
Q3 | – | Sell |
-1,432
| Closed | -$200K | – | 86 |
|
|
2019
Q2 | $200K | Buy |
+1,432
| New | +$200K | 0.02% | 82 |
|
|
2018
Q3 | – | Sell |
-3,326
| Closed | -$349K | – | 91 |
|
|
2018
Q2 | $349K | Buy |
+3,326
| New | +$349K | 0.03% | 71 |
|
|
2017
Q4 | – | Sell |
-3,431
| Closed | -$338K | – | 86 |
|
|
2017
Q3 | $338K | Sell |
3,431
-152
| -4% | -$15K | 0.03% | 66 |
|
|
2017
Q2 | $381K | Buy |
3,583
+852
| +31% | +$90.6K | 0.04% | 54 |
|
|
2017
Q1 | $310K | Buy |
2,731
+550
| +25% | +$62.4K | 0.03% | 60 |
|
|
2016
Q4 | $227K | Buy |
+2,181
| New | +$227K | 0.02% | 68 |
|
|
2016
Q3 | – | Sell |
-2,780
| Closed | -$272K | – | 69 |
|
|
2016
Q2 | $272K | Sell |
2,780
-362
| -12% | -$35.4K | 0.03% | 60 |
|
|
2016
Q1 | $312K | Sell |
3,142
-166
| -5% | -$16.5K | 0.04% | 64 |
|
|
2015
Q4 | $348K | Sell |
3,308
-54
| -2% | -$5.68K | 0.04% | 59 |
|
|
2015
Q3 | $344K | Hold |
3,362
| – | – | 0.04% | 52 |
|
|
2015
Q2 | $384K | Hold |
3,362
| – | – | 0.04% | 49 |
|
|
2015
Q1 | $353K | Hold |
3,362
| – | – | 0.04% | 48 |
|
|
2014
Q4 | $317K | Buy |
+3,362
| New | +$317K | 0.04% | 49 |
|
|
2013
Q4 | – | Sell |
-4,501
| Closed | -$290K | – | 57 |
|
|
2013
Q3 | $290K | Buy |
+4,501
| New | +$290K | 0.05% | 45 |
|