Winthrop Partners - WNY’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $281K | Sell |
2,158
-850
| -28% | -$111K | 0.19% | 89 |
|
|
2019
Q2 | $420K | Sell |
3,008
-200
| -6% | -$27.9K | 0.31% | 75 |
|
|
2019
Q1 | $361K | Sell |
3,208
-283
| -8% | -$31.8K | 0.28% | 77 |
|
|
2018
Q4 | $383K | Hold |
3,491
| – | – | 0.36% | 70 |
|
|
2018
Q3 | $408K | Sell |
3,491
-350
| -9% | -$40.9K | 0.33% | 76 |
|
|
2018
Q2 | $403K | Hold |
3,841
| – | – | 0.33% | 80 |
|
|
2018
Q1 | $383K | Hold |
3,841
| – | – | 0.29% | 81 |
|
|
2017
Q4 | $402K | Buy |
+3,841
| New | +$402K | 0.33% | 82 |
|