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One Plus One Wealth Management’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,269
Closed -$292K 89
2023
Q2
$292K Buy
+3,269
New +$292K 0.19% 70
2021
Q2
Sell
-2,249
Closed -$415K 90
2021
Q1
$415K Buy
+2,249
New +$415K 0.32% 43