Keystone 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
2022
Q1
Sell
-1,422
Closed -$220K 29
2021
Q4
$220K Sell
1,422
-4,686
-77% -$725K 0.1% 31
2021
Q3
$1.03M Buy
6,108
+1,221
+25% +$207K 0.57% 16
2021
Q2
$859K Buy
4,887
+3,757
+332% +$660K 0.51% 15
2021
Q1
$209K Buy
+1,130
New +$209K 0.14% 24