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SWM Advisors’s Walt Disney DIS Stock Holding History

SWM Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,647
Closed -$226K – 26
2022
Q1 		$226K Hold
1,647
– – 0.18% 28
2021
Q4 		$242K Buy
+1,647
New +$242K 0.21% 27