Advocate Group’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,341	Closed	-$377K	–	123
2022 Q4	$377K	Sell	4,341 -2,143	-33%	-$186K	0.08%	97
2022 Q3	$612K	Sell	6,484 -2,347	-27%	-$222K	0.15%	81
2022 Q2	$834K	Buy	+8,831	New	+$834K	0.19%	75