TWA
Tillar-Wenstrup Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-18,435
| Closed | -$2.09M | – | 46 |
|
|
2017
Q1 | $2.09M | Buy |
18,435
+36
| +0.2% | +$4.08K | 1.6% | 34 |
|
|
2016
Q4 | $1.92M | Sell |
18,399
-362
| -2% | -$37.7K | 1.62% | 36 |
|
|
2016
Q3 | $1.74M | Buy |
18,761
+147
| +0.8% | +$13.6K | 1.59% | 39 |
|
|
2016
Q2 | $1.82M | Buy |
18,614
+413
| +2% | +$40.4K | 1.8% | 31 |
|
|
2016
Q1 | $1.79M | Sell |
18,201
-1,126
| -6% | -$111K | 2.05% | 27 |
|
|
2015
Q4 | $2.03M | Buy |
19,327
+29
| +0.2% | +$3.05K | 2.01% | 24 |
|
|
2015
Q3 | $1.97M | Buy |
+19,298
| New | +$1.97M | 1.98% | 26 |
|
|
2014
Q4 | – | Sell |
-27,152
| Closed | -$2.42M | – | 38 |
|
|
2014
Q3 | $2.42M | Sell |
27,152
-2,632
| -9% | -$234K | 2.23% | 14 |
|
|
2014
Q2 | $2.55M | Sell |
29,784
-1,170
| -4% | -$100K | 2.05% | 17 |
|
|
2014
Q1 | $2.48M | Buy |
30,954
+1,781
| +6% | +$143K | 2.25% | 13 |
|
|
2013
Q4 | $2.23M | Buy |
+29,173
| New | +$2.23M | 2.29% | 18 |
|