SFG
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SageGuard Financial Group’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,831
Closed -$498K 50
2021
Q2
$498K Sell
2,831
-150
-5% -$26.4K 0.23% 76
2021
Q1
$551K Sell
2,981
-1,176
-28% -$217K 0.26% 67
2020
Q4
$755K Buy
+4,157
New +$755K 0.36% 58