VDFA
Vickerman & Driscoll Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.73M | Buy |
17,911
+6,578
| +58% | +$635K | 1.06% | 37 |
|
|
2019
Q4 | $1.64M | Sell |
11,333
-3,400
| -23% | -$492K | 0.83% | 36 |
|
|
2019
Q3 | $1.92M | Sell |
14,733
-36
| -0.2% | -$4.69K | 1.05% | 31 |
|
|
2019
Q2 | $2.06M | Sell |
14,769
-277
| -2% | -$38.7K | 1.14% | 26 |
|
|
2019
Q1 | $1.67M | Buy |
15,046
+339
| +2% | +$37.6K | 0.94% | 34 |
|
|
2018
Q4 | $1.61M | Buy |
14,707
+1,120
| +8% | +$123K | 1.25% | 27 |
|
|
2018
Q3 | $1.59M | Sell |
13,587
-237
| -2% | -$27.7K | 1.11% | 27 |
|
|
2018
Q2 | $1.45M | Buy |
13,824
+723
| +6% | +$75.8K | 1.06% | 30 |
|
|
2018
Q1 | $1.32M | Buy |
13,101
+857
| +7% | +$86.1K | 0.97% | 34 |
|
|
2017
Q4 | $1.32M | Buy |
+12,244
| New | +$1.32M | 1.03% | 30 |
|