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

CCG Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,284
Closed -$233K – 80
2020
Q4 		$233K Buy
+1,284
New +$233K 0.25% 64