Spectrum Advisory Services’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 | $794K | Hold |
8,000
| – | – | 0.31% | 88 |
|
|
2015
Q4 | $841K | Hold |
8,000
| – | – | 0.34% | 87 |
|
|
2015
Q3 | $818K | Hold |
8,000
| – | – | 0.34% | 88 |
|
|
2015
Q2 | $913K | Hold |
8,000
| – | – | 0.35% | 89 |
|
|
2015
Q1 | $839K | Hold |
8,000
| – | – | 0.3% | 96 |
|
|
2014
Q4 | $754K | Hold |
8,000
| – | – | 0.26% | 101 |
|
|
2014
Q3 | $712K | Sell |
8,000
-200
| -2% | -$17.8K | 0.26% | 103 |
|
|
2014
Q2 | $703K | Hold |
8,200
| – | – | 0.24% | 106 |
|
|
2014
Q1 | $657K | Sell |
8,200
-37
| -0.4% | -$2.97K | 0.24% | 109 |
|
|
2013
Q4 | $629K | Buy |
8,237
+200
| +2% | +$15.3K | 0.22% | 110 |
|
|
2013
Q3 | $518K | Hold |
8,037
| – | – | 0.2% | 115 |
|
|
2013
Q2 | $508K | Buy |
+8,037
| New | +$508K | 0.2% | 111 |
|