Slocum, Gordon & Co’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,065
Closed -$107K 128
2023
Q1
$107K Sell
1,065
-4,572
-81% -$458K 0.09% 63
2022
Q4
$490K Buy
+5,637
New +$490K 0.32% 37