Tiedemann Trust’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,744
| Closed | -$884K | – | 64 |
|
|
2015
Q2 | $884K | Sell |
7,744
-547
| -7% | -$62.4K | 0.07% | 41 |
|
|
2015
Q1 | $871K | Buy |
8,291
+347
| +4% | +$36.5K | 0.08% | 37 |
|
|
2014
Q4 | $748K | Sell |
7,944
-273
| -3% | -$25.7K | 0.06% | 43 |
|
|
2014
Q3 | $731K | Sell |
8,217
-347
| -4% | -$30.9K | 0.07% | 60 |
|
|
2014
Q2 | $733K | Buy |
+8,564
| New | +$733K | 0.07% | 62 |
|
|
2013
Q3 | – | Sell |
-15,000
| Closed | -$947K | – | 84 |
|
|
2013
Q2 | $947K | Buy |
+15,000
| New | +$947K | 0.16% | 46 |
|