Wade Financial Advisory’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,303	Closed	-$220K	–	72
2021 Q3	$220K	Hold	1,303	–	–	0.12%	71
2021 Q2	$229K	Buy	1,303 +26	+2%	+$4.57K	0.13%	69
2021 Q1	$236K	Hold	1,277	–	–	0.15%	64
2020 Q4	$231K	Buy	+1,277	New	+$231K	0.16%	66