Doyle Wealth Management’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 |
-14,367
| Closed | -$359K | – | 256 |
|
|
2022
Q1 | $359K | Hold |
14,367
| – | – | 0.03% | 180 |
|
|
2021
Q4 | $329K | Hold |
14,367
| – | – | 0.02% | 184 |
|
|
2021
Q3 | $349K | Hold |
14,367
| – | – | 0.03% | 170 |
|
|
2021
Q2 | $416K | Hold |
14,367
| – | – | 0.03% | 154 |
|
|
2021
Q1 | $530K | Hold |
14,367
| – | – | 0.05% | 134 |
|
|
2020
Q4 | $376K | Hold |
14,367
| – | – | 0.04% | 154 |
|
|
2020
Q3 | $282K | Sell |
14,367
-846
| -6% | -$16.6K | 0.03% | 156 |
|
|
2020
Q2 | $293K | Hold |
15,213
| – | – | 0.04% | 145 |
|
|
2020
Q1 | $267K | Hold |
15,213
| – | – | 0.04% | 145 |
|
|
2019
Q4 | $464K | Hold |
15,213
| – | – | 0.06% | 129 |
|
|
2019
Q3 | $375K | Hold |
15,213
| – | – | 0.05% | 138 |
|
|
2019
Q2 | $433K | Hold |
15,213
| – | – | 0.06% | 125 |
|
|
2019
Q1 | $407K | Sell |
15,213
-2,380
| -14% | -$63.7K | 0.06% | 126 |
|
|
2018
Q4 | $406K | Sell |
17,593
-317
| -2% | -$7.32K | 0.07% | 114 |
|
|
2018
Q3 | $530K | Hold |
17,910
| – | – | 0.08% | 105 |
|
|
2018
Q2 | $457K | Sell |
17,910
-2,456
| -12% | -$62.7K | 0.08% | 118 |
|
|
2018
Q1 | $398K | Buy |
20,366
+1,727
| +9% | +$33.8K | 0.07% | 115 |
|
|
2017
Q4 | $395K | Hold |
18,639
| – | – | 0.07% | 113 |
|
|
2017
Q3 | $378K | Hold |
18,639
| – | – | 0.07% | 103 |
|
|
2017
Q2 | $470K | Buy |
+18,639
| New | +$470K | 0.09% | 92 |
|