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Clear Point Advisors’s Walt Disney DIS Stock Holding History

Clear Point Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-446
Closed -$42.9K – 215
2024
Q3 		$42.9K Hold
446
– – 0.03% 209
2024
Q2 		$44.3K Hold
446
– – 0.04% 203
2024
Q1 		$54.6K Hold
446
– – 0.04% 191
2023
Q4 		$40.3K Buy
+446
New +$40.3K 0.04% 204