Watermark Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $49K | Buy |
446
+153
| +52% | +$16.8K | 0.02% | 89 |
|
|
2018
Q3 | $34K | Sell |
293
-95
| -24% | -$11K | 0.01% | 112 |
|
|
2018
Q2 | $41K | Hold |
388
| – | – | 0.02% | 98 |
|
|
2018
Q1 | $39K | Hold |
388
| – | – | 0.02% | 105 |
|
|
2017
Q4 | $42K | Hold |
388
| – | – | 0.02% | 103 |
|
|
2017
Q3 | $38K | Hold |
388
| – | – | 0.02% | 108 |
|
|
2017
Q2 | $41K | Hold |
388
| – | – | 0.02% | 101 |
|
|
2017
Q1 | $44K | Buy |
+388
| New | +$44K | 0.02% | 97 |
|