Smith Hayes Advisers’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 | $4.55M | Sell |
45,860
-596
| -1% | -$59.2K | 0.93% | 29 |
|
2015
Q4 | $4.88M | Buy |
46,456
+909
| +2% | +$95.5K | 1.03% | 21 |
|
2015
Q3 | $4.64M | Sell |
45,547
-1,149
| -2% | -$117K | 1.01% | 22 |
|
2015
Q2 | $5.32M | Buy |
46,696
+388
| +0.8% | +$44.2K | 1.05% | 15 |
|
2015
Q1 | $4.86M | Sell |
46,308
-588
| -1% | -$61.7K | 0.97% | 21 |
|
2014
Q4 | $4.42M | Sell |
46,896
-1,725
| -4% | -$162K | 0.92% | 23 |
|
2014
Q3 | $4.33M | Sell |
48,621
-4,162
| -8% | -$371K | 1.01% | 20 |
|
2014
Q2 | $4.53M | Buy |
52,783
+439
| +0.8% | +$37.6K | 1.06% | 18 |
|
2014
Q1 | $4.19M | Buy |
52,344
+27,035
| +107% | +$2.16M | 1.04% | 19 |
|
2013
Q4 | $1.93M | Sell |
25,309
-452
| -2% | -$34.5K | 0.64% | 46 |
|
2013
Q3 | $1.66M | Sell |
25,761
-1,165
| -4% | -$75.1K | 0.63% | 50 |
|
2013
Q2 | $1.7M | Buy |
+26,926
| New | +$1.7M | 0.71% | 46 |
|