Shepherd Kaplan Krochuk’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-3,174
Closed -$282K 447
2014
Q3
$282K Sell
3,174
-367
-10% -$32.6K 0.04% 310
2014
Q2
$304K Buy
+3,541
New +$304K 0.03% 329