Weatherstone Capital Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $455K | Sell |
4,096
-4,097
| -50% | -$455K | 0.48% | 40 |
|
|
2018
Q4 | $928K | Buy |
8,193
+4,218
| +106% | +$478K | 0.23% | 73 |
|
|
2018
Q3 | $465K | Buy |
3,975
+137
| +4% | +$16K | 0.36% | 44 |
|
|
2018
Q2 | $402K | Sell |
3,838
-200
| -5% | -$20.9K | 0.32% | 31 |
|
|
2018
Q1 | $406K | Buy |
4,038
+660
| +20% | +$66.4K | 0.31% | 42 |
|
|
2017
Q4 | $363K | Buy |
3,378
+704
| +26% | +$75.7K | 0.24% | 57 |
|
|
2017
Q3 | $264K | Buy |
2,674
+97
| +4% | +$9.58K | 0.18% | 62 |
|
|
2017
Q2 | $274K | Buy |
+2,577
| New | +$274K | 0.18% | 68 |
|