Kades & Cheifetz’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,828
Closed -$431K 76
2023
Q2
$431K Sell
4,828
-8
-0.2% -$714 0.33% 58
2023
Q1
$484K Sell
4,836
-151
-3% -$15.1K 0.38% 54
2022
Q4
$433K Buy
+4,987
New +$433K 0.36% 55