Stifel Trust’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.04M | Hold |
11,628
| – | – | 0.2% | 119 |
|
|
2014
Q2 | $997K | Buy |
11,628
+350
| +3% | +$30K | 0.19% | 118 |
|
|
2014
Q1 | $904K | Sell |
11,278
-375
| -3% | -$30.1K | 0.17% | 119 |
|
|
2013
Q4 | $891K | Sell |
11,653
-600
| -5% | -$45.9K | 0.17% | 120 |
|
|
2013
Q3 | $791K | Sell |
12,253
-775
| -6% | -$50K | 0.16% | 121 |
|
|
2013
Q2 | $823K | Buy |
+13,028
| New | +$823K | 0.17% | 112 |
|