SBA
Secrest Blakey & Associates’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,812
| Closed | -$627K | – | 69 |
|
|
2019
Q3 | $627K | Buy |
4,812
+20
| +0.4% | +$2.61K | 0.52% | 59 |
|
|
2019
Q2 | $669K | Buy |
4,792
+73
| +2% | +$10.2K | 0.58% | 52 |
|
|
2019
Q1 | $524K | Sell |
4,719
-2,886
| -38% | -$320K | 0.51% | 57 |
|
|
2018
Q4 | $839K | Sell |
7,605
-218
| -3% | -$24.1K | 0.7% | 43 |
|
|
2018
Q3 | $915K | Buy |
7,823
+16
| +0.2% | +$1.87K | 0.71% | 38 |
|
|
2018
Q2 | $818K | Buy |
7,807
+204
| +3% | +$21.4K | 0.64% | 39 |
|
|
2018
Q1 | $764K | Sell |
7,603
-51
| -0.7% | -$5.13K | 0.65% | 40 |
|
|
2017
Q4 | $827K | Buy |
+7,654
| New | +$827K | 0.67% | 38 |
|