Oak Point Wealth Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$315K Sell
3,184
-1,039
-25% -$103K 0.32% 86
2017
Q4
$454K Buy
+4,223
New +$454K 0.45% 64