Starfire Investment Advisers’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $659K | Buy |
5,913
+111
| +2% | +$12.4K | 0.31% | 78 |
|
|
2020
Q1 | $560K | Buy |
5,802
+9
| +0.2% | +$869 | 0.31% | 78 |
|
|
2019
Q4 | $837K | Buy |
5,793
+25
| +0.4% | +$3.61K | 0.32% | 71 |
|
|
2019
Q3 | $751K | Buy |
5,768
+115
| +2% | +$15K | 0.31% | 78 |
|
|
2019
Q2 | $789K | Hold |
5,653
| – | – | 0.35% | 68 |
|
|
2019
Q1 | $627K | Sell |
5,653
-4
| -0.1% | -$444 | 0.29% | 80 |
|
|
2018
Q4 | $620K | Buy |
5,657
+763
| +16% | +$83.6K | 0.33% | 74 |
|
|
2018
Q3 | $572K | Sell |
4,894
-431
| -8% | -$50.4K | 0.28% | 72 |
|
|
2018
Q2 | $558K | Hold |
5,325
| – | – | 0.28% | 81 |
|
|
2018
Q1 | $534K | Buy |
+5,325
| New | +$534K | 0.28% | 82 |
|
|
2017
Q4 | – | Sell |
-5,194
| Closed | -$511K | – | 162 |
|
|
2017
Q3 | $511K | Sell |
5,194
-32
| -0.6% | -$3.15K | 0.31% | 67 |
|
|
2017
Q2 | $555K | Buy |
5,226
+32
| +0.6% | +$3.4K | 0.32% | 71 |
|
|
2017
Q1 | $587K | Hold |
5,194
| – | – | 0.32% | 69 |
|
|
2016
Q4 | $541K | Hold |
5,194
| – | – | 0.31% | 72 |
|
|
2016
Q3 | $482K | Hold |
5,194
| – | – | 0.29% | 76 |
|
|
2016
Q2 | $508K | Hold |
5,194
| – | – | 0.35% | 65 |
|
|
2016
Q1 | $516K | Hold |
5,194
| – | – | 0.34% | 65 |
|
|
2015
Q4 | $546K | Sell |
5,194
-928
| -15% | -$97.5K | 0.37% | 64 |
|
|
2015
Q3 | $626K | Hold |
6,122
| – | – | 0.46% | 53 |
|
|
2015
Q2 | $699K | Hold |
6,122
| – | – | 0.46% | 52 |
|
|
2015
Q1 | $642K | Buy |
+6,122
| New | +$642K | 0.42% | 56 |
|