Capstone Financial Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$1.6M Buy
13,241
+452
+4% +$54.7K 1.24% 20
2020
Q2
$1.45M Buy
12,789
+1,219
+11% +$138K 1.19% 25
2020
Q1
$1.12M Sell
11,570
-233
-2% -$22.5K 1.15% 30
2019
Q4
$1.71M Buy
+11,803
New +$1.71M 1.64% 23