American Economic Planning Group’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
$250K Sell
1,908
-192
-9% -$25.2K 0.07% 75
2019
Q2
$293K Buy
+2,100
New +$293K 0.09% 68
2017
Q3
Sell
-2,201
Closed -$234K 80
2017
Q2
$234K Sell
2,201
-350
-14% -$37.2K 0.09% 68
2017
Q1
$289K Buy
2,551
+5
+0.2% +$566 0.12% 58
2016
Q4
$265K Buy
+2,546
New +$265K 0.11% 48