Heritage Financial Services’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,158	Closed	-$203K	–	166
2022 Q2	$203K	Sell	2,158 -226	-9%	-$21.3K	0.11%	62
2022 Q1	$326K	Buy	2,384 +300	+14%	+$41K	0.21%	56
2021 Q4	$322K	Buy	+2,084	New	+$322K	0.25%	57