Engrave Wealth Partners’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
Sell
-798
Closed -$89K 154
2020
Q2
$89K Buy
798
+54
+7% +$6.02K 0.08% 79
2020
Q1
$71K Sell
744
-109
-13% -$10.4K 0.08% 75
2019
Q4
$123K Buy
+853
New +$123K 0.12% 65