Winifred I. Li’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.21M | Sell |
12,819
-381
| -3% | -$35.9K | 1.14% | 17 |
|
|
2014
Q3 | $1.18M | Sell |
13,200
-3,249
| -20% | -$289K | 1.12% | 14 |
|
|
2014
Q2 | $1.41M | Sell |
16,449
-267
| -2% | -$22.9K | 1.2% | 13 |
|
|
2014
Q1 | $1.34M | Buy |
16,716
+1,199
| +8% | +$96K | 1.16% | 14 |
|
|
2013
Q4 | $1.19M | Sell |
15,517
-764
| -5% | -$58.4K | 1.02% | 18 |
|
|
2013
Q3 | $1.05M | Buy |
16,281
+459
| +3% | +$29.6K | 0.97% | 20 |
|
|
2013
Q2 | $999K | Buy |
+15,822
| New | +$999K | 0.93% | 21 |
|