HWP
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Hefty Wealth Partners’s Walt Disney DIS Stock Holding History

Hefty Wealth Partners’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		$672K Sell
6,693
-1,877
-22% -$188K 0.43% 71
2017
Q4 		$921K Buy
+8,570
New +$921K 0.57% 55