SHJ
Sharkey, Howes & Javer’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-638
| Closed | -$89K | – | 85 |
|
|
2019
Q2 | $89K | Hold |
638
| – | – | 0.04% | 91 |
|
|
2019
Q1 | $71K | Buy |
638
+207
| +48% | +$23K | 0.03% | 97 |
|
|
2018
Q4 | $47K | Sell |
431
-207
| -32% | -$22.6K | 0.03% | 106 |
|
|
2018
Q3 | $75K | Hold |
638
| – | – | 0.04% | 96 |
|
|
2018
Q2 | $67K | Hold |
638
| – | – | 0.04% | 91 |
|
|
2018
Q1 | $64K | Hold |
638
| – | – | 0.04% | 79 |
|
|
2017
Q4 | $69K | Sell |
638
-51
| -7% | -$5.52K | 0.04% | 74 |
|
|
2017
Q3 | $69K | Buy |
689
+42
| +6% | +$4.21K | 0.04% | 79 |
|
|
2017
Q2 | $69K | Hold |
647
| – | – | 0.04% | 74 |
|
|
2017
Q1 | $73K | Hold |
647
| – | – | 0.04% | 76 |
|
|
2016
Q4 | $67K | Sell |
647
-30
| -4% | -$3.11K | 0.04% | 82 |
|
|
2016
Q3 | $63K | Hold |
677
| – | – | 0.04% | 81 |
|
|
2016
Q2 | $66K | Sell |
677
-30
| -4% | -$2.93K | 0.04% | 81 |
|
|
2016
Q1 | $70K | Hold |
707
| – | – | 0.05% | 80 |
|
|
2015
Q4 | $74K | Hold |
707
| – | – | 0.05% | 71 |
|
|
2015
Q3 | $74K | Hold |
707
| – | – | 0.06% | 75 |
|
|
2015
Q2 | $81K | Sell |
707
-429
| -38% | -$49.2K | 0.06% | 53 |
|
|
2015
Q1 | $119K | Buy |
+1,136
| New | +$119K | 0.08% | 58 |
|