Wealthspan Partners’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,515
Closed -$208K 65
2022
Q1
$208K Sell
1,515
-73
-5% -$10K 0.19% 66
2021
Q4
$246K Buy
+1,588
New +$246K 0.22% 63