Compass Financial Group (South Dakota)’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,846	Closed	-$231K	–	93
2023 Q3	$231K	Sell	2,846 -1	-0%	-$81	0.07%	83
2023 Q2	$254K	Hold	2,847	–	–	0.08%	83
2023 Q1	$285K	Buy	2,847 +1	+0%	+$100	0.09%	71
2022 Q4	$247K	Buy	+2,846	New	+$247K	0.09%	75