Ocean Endowment Partners’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,212
Closed -$214K 13
2020
Q1
$214K Sell
2,212
-1,200
-35% -$116K 0.29% 25
2019
Q4
$493K Buy
+3,412
New +$493K 0.47% 28