Level Four Financial’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$976K Sell
5,772
-466
-7% -$78.8K 0.43% 61
2021
Q2
$1.1M Sell
6,238
-394
-6% -$69.2K 0.46% 56
2021
Q1
$1.22M Sell
6,632
-2,162
-25% -$399K 0.57% 44
2020
Q4
$1.59M Buy
+8,794
New +$1.59M 0.69% 34