SG
Swarthmore Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,175
| Closed | -$341K | – | 38 |
|
|
2017
Q4 | $341K | Sell |
3,175
-125
| -4% | -$13.4K | 0.07% | 43 |
|
|
2017
Q3 | $325K | Buy |
+3,300
| New | +$325K | 0.07% | 47 |
|
|
2016
Q2 | – | Sell |
-3,575
| Closed | -$355K | – | 57 |
|
|
2016
Q1 | $355K | Sell |
3,575
-2,650
| -43% | -$263K | 0.05% | 46 |
|
|
2015
Q4 | $654K | Buy |
6,225
+200
| +3% | +$21K | 0.07% | 39 |
|
|
2015
Q3 | $616K | Buy |
6,025
+600
| +11% | +$61.3K | 0.07% | 34 |
|
|
2015
Q2 | $619K | Buy |
+5,425
| New | +$619K | 0.06% | 34 |
|