Milestone Investment Advisors’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,767	Closed	-$305K	–	209
2023 Q3	$305K	Buy	+3,767	New	+$305K	0.09%	81
2023 Q2	–	Sell	-3,767	Closed	-$377K	–	204
2023 Q1	$377K	Buy	+3,767	New	+$377K	0.12%	72