Concord Wealth Partners’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 |
-3,454
| Closed | -$86K | – | 1433 |
|
|
2022
Q1 | $86K | Sell |
3,454
-38
| -1% | -$946 | 0.02% | 321 |
|
|
2021
Q4 | $80K | Buy |
3,492
+213
| +6% | +$4.88K | 0.02% | 346 |
|
|
2021
Q3 | $80K | Buy |
3,279
+628
| +24% | +$15.3K | 0.03% | 158 |
|
|
2021
Q2 | $77K | Buy |
2,651
+2,589
| +4,176% | +$75.2K | 0.02% | 280 |
|
|
2021
Q1 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 868 |
|