WealthTrust-Arizona’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 | $216K | Buy |
1,967
+10
| +0.5% | +$1.1K | 0.13% | 58 |
|
|
2018
Q3 | $229K | Buy |
1,957
+49
| +3% | +$5.73K | 0.11% | 64 |
|
|
2018
Q2 | $200K | Buy |
1,908
+10
| +0.5% | +$1.05K | 0.1% | 64 |
|
|
2018
Q1 | $191K | Buy |
1,898
+8
| +0.4% | +$805 | 0.1% | 67 |
|
|
2017
Q4 | $203K | Buy |
1,890
+1,488
| +370% | +$160K | 0.1% | 67 |
|
|
2017
Q3 | $40K | Buy |
402
+12
| +3% | +$1.19K | 0.02% | 189 |
|
|
2017
Q2 | $41K | Buy |
390
+50
| +15% | +$5.26K | 0.02% | 179 |
|
|
2017
Q1 | $39K | Sell |
340
-150
| -31% | -$17.2K | 0.02% | 178 |
|
|
2016
Q4 | $51K | Hold |
490
| – | – | 0.03% | 146 |
|
|
2016
Q3 | $46K | Sell |
490
-30
| -6% | -$2.82K | 0.03% | 152 |
|
|
2016
Q2 | $51K | Buy |
520
+110
| +27% | +$10.8K | 0.03% | 144 |
|
|
2016
Q1 | $41K | Buy |
410
+10
| +3% | +$1K | 0.03% | 162 |
|
|
2015
Q4 | $42K | Buy |
400
+35
| +10% | +$3.68K | 0.03% | 170 |
|
|
2015
Q3 | $37K | Buy |
365
+195
| +115% | +$19.8K | 0.02% | 183 |
|
|
2015
Q2 | $19K | Buy |
170
+70
| +70% | +$7.82K | 0.01% | 295 |
|
|
2015
Q1 | $10K | Hold |
100
| – | – | 0.01% | 404 |
|
|
2014
Q4 | $9K | Hold |
100
| – | – | 0.01% | 407 |
|
|
2014
Q3 | $9K | Hold |
100
| – | – | 0.01% | 421 |
|
|
2014
Q2 | $9K | Hold |
100
| – | – | 0.01% | 419 |
|
|
2014
Q1 | $8K | Buy |
100
+25
| +33% | +$2K | 0.01% | 465 |
|
|
2013
Q4 | $6K | Hold |
75
| – | – | 0.01% | 478 |
|
|
2013
Q3 | $5K | Hold |
75
| – | – | 0.01% | 459 |
|
|
2013
Q2 | $5K | Buy |
+75
| New | +$5K | 0.01% | 441 |
|