Carson Wealth (CWM LLC)’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,008
| Closed | -$50K | – | 4214 |
|
|
2022
Q1 | $50K | Buy |
2,008
+1,278
| +175% | +$31.8K | ﹤0.01% | 1613 |
|
|
2021
Q4 | $17K | Buy |
+730
| New | +$17K | ﹤0.01% | 2093 |
|
|
2021
Q2 | $7K | Hold |
239
| – | – | ﹤0.01% | 2263 |
|
|
2021
Q1 | $7K | Hold |
239
| – | – | ﹤0.01% | 2263 |
|
|
2020
Q4 | $7K | Hold |
239
| – | – | ﹤0.01% | 2263 |
|
|
2020
Q3 | $7K | Hold |
239
| – | – | ﹤0.01% | 2263 |
|
|
2020
Q2 | $7K | Hold |
239
| – | – | ﹤0.01% | 2263 |
|
|
2020
Q1 | $7K | Hold |
239
| – | – | ﹤0.01% | 2263 |
|
|
2019
Q4 | $7K | Hold |
239
| – | – | ﹤0.01% | 2263 |
|
|
2019
Q3 | $7K | Hold |
239
| – | – | ﹤0.01% | 2263 |
|
|
2019
Q2 | $7K | Hold |
239
| – | – | ﹤0.01% | 2263 |
|
|
2019
Q1 | $7K | Buy |
+239
| New | +$7K | ﹤0.01% | 2263 |
|
|
2018
Q1 | – | Sell |
-239
| Closed | -$5K | – | 1574 |
|
|
2017
Q4 | $5K | Buy |
+239
| New | +$5K | ﹤0.01% | 1109 |
|
|
2016
Q1 | – | Sell |
-69
| Closed | -$2K | – | 825 |
|
|
2015
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 611 |
|
|
2015
Q3 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 589 |
|
|
2014
Q1 | – | Sell |
-110
| Closed | -$5K | – | 482 |
|
|
2013
Q4 | $5K | Buy |
110
+64
| +139% | +$2.91K | ﹤0.01% | 484 |
|
|
2013
Q3 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 430 |
|