AG
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Appleton Group’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,672
Closed -$283K 54
2021
Q3
$283K Hold
1,672
0.24% 40
2021
Q2
$294K Sell
1,672
-618
-27% -$109K 0.23% 42
2021
Q1
$423K Buy
+2,290
New +$423K 0.55% 18