RTD Financial Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,482
Closed -$329K 96
2022
Q2
$329K Sell
3,482
-91
-3% -$8.6K 0.05% 88
2022
Q1
$490K Buy
3,573
+111
+3% +$15.2K 0.07% 80
2021
Q4
$536K Buy
+3,462
New +$536K 0.07% 79