Clay Northam Wealth Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,660
Closed -$228K 80
2022
Q1
$228K Sell
1,660
-100
-6% -$13.7K 0.23% 75
2021
Q4
$273K Buy
+1,760
New +$273K 0.26% 71