Websterrogers Financial Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,158
Closed -$373K 61
2021
Q2
$373K Hold
2,158
0.09% 43
2021
Q1
$398K Sell
2,158
-213
-9% -$39.3K 0.11% 38
2020
Q4
$408K Buy
+2,371
New +$408K 0.12% 36