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SFG Wealth Management’s Walt Disney DIS Stock Holding History

SFG Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,313
Closed -$207K – 95
2023
Q2 		$207K Buy
+2,313
New +$207K 0.17% 92
2022
Q1 		– Sell
-2,321
Closed -$359K – 91
2021
Q4 		$359K Buy
+2,321
New +$359K 0.32% 64