AWM
DISCA
Avior Wealth Management’s Discovery, Inc. Series A Common Stock DISCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-245
| Closed | -$6K | – | 1283 |
|
|
2021
Q3 | $6K | Hold |
245
| – | – | ﹤0.01% | 841 |
|
|
2021
Q2 | $7K | Hold |
245
| – | – | ﹤0.01% | 799 |
|
|
2021
Q1 | $10K | Sell |
245
-7,534
| -97% | -$308K | ﹤0.01% | 767 |
|
|
2020
Q4 | $234K | Hold |
7,779
| – | – | 0.03% | 365 |
|
|
2020
Q3 | $169K | Sell |
7,779
-1,880
| -19% | -$40.8K | 0.02% | 388 |
|
|
2020
Q2 | $203K | Sell |
9,659
-951
| -9% | -$20K | 0.03% | 380 |
|
|
2020
Q1 | $206K | Sell |
10,610
-374
| -3% | -$7.26K | 0.04% | 341 |
|
|
2019
Q4 | $359K | Buy |
10,984
+320
| +3% | +$10.5K | 0.06% | 282 |
|
|
2019
Q3 | $283K | Buy |
10,664
+1,753
| +20% | +$46.5K | 0.05% | 310 |
|
|
2019
Q2 | $274K | Buy |
+8,911
| New | +$274K | 0.05% | 314 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 370 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 354 |
|