Signature Wealth Management Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,288
Closed -$598K 127
2018
Q3
$598K Buy
5,288
+30
+0.6% +$3.39K 0.44% 44
2018
Q2
$551K Buy
5,258
+608
+13% +$63.7K 0.41% 44
2018
Q1
$467K Buy
4,650
+491
+12% +$49.3K 0.36% 45
2017
Q4
$447K Buy
+4,159
New +$447K 0.33% 47