Novak Financial Planning’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$734K Hold
4,176
0.36% 71
2021
Q1
$771K Buy
4,176
+54
+1% +$9.97K 0.42% 67
2020
Q4
$747K Buy
+4,122
New +$747K 0.44% 63