Santa Fe Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-10,997
| Closed | -$1.16M | – | 89 |
|
2015
Q4 | $1.16M | Buy |
+10,997
| New | +$1.16M | 0.19% | 206 |
|
2015
Q1 | – | Sell |
-19,386
| Closed | -$1.83M | – | 524 |
|
2014
Q4 | $1.83M | Buy |
19,386
+15,534
| +403% | +$1.46M | 0.23% | 179 |
|
2014
Q3 | $342K | Sell |
3,852
-17,806
| -82% | -$1.58M | 0.05% | 444 |
|
2014
Q2 | $1.86M | Buy |
+21,658
| New | +$1.86M | 0.28% | 141 |
|