Strategic Wealth Management Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$400K Sell
2021
Q1
$509K Hold
2020
Q4
$500K Sell
2020
Q3
$357K Buy
2020
Q2
$283K Sell
2020
Q1
$272K Sell
2019
Q4
$442K Buy
2019
Q3
$288K Sell
2019
Q2
$316K Buy