Center for Financial Planning’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-120
| Closed | -$3K | – | 574 |
|
2022
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 464 |
|
2021
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 467 |
|
2021
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 442 |
|
2021
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 448 |
|
2021
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 469 |
|
2020
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 432 |
|
2020
Q3 | $2K | Hold |
120
| – | – | ﹤0.01% | 414 |
|
2020
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 421 |
|
2020
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 520 |
|
2019
Q4 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 394 |
|