ERTS Wealth Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,117
Closed -$202K 87
2020
Q4
$202K Buy
+1,117
New +$202K 0.07% 76
2019
Q1
Sell
-1,040
Closed -$114K 146
2018
Q4
$114K Buy
+1,040
New +$114K 0.08% 105