CWM
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Cadence Wealth Management’s Walt Disney DIS Stock Holding History

Cadence Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,244
Closed -$210K – 37
2021
Q3 		$210K Hold
1,244
– – 0.24% 30
2021
Q2 		$219K Hold
1,244
– – 0.18% 30
2021
Q1 		$230K Buy
+1,244
New +$230K 0.21% 28