First Foundation Advisors’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 |
-12,021
| Closed | -$300K | – | 472 |
|
|
2022
Q1 | $300K | Sell |
12,021
-333,533
| -97% | -$8.32M | 0.01% | 337 |
|
|
2021
Q4 | $7.91M | Buy |
345,554
+20,349
| +6% | +$466K | 0.27% | 68 |
|
|
2021
Q3 | $7.89M | Sell |
325,205
-70,262
| -18% | -$1.71M | 0.29% | 65 |
|
|
2021
Q2 | $11.5M | Buy |
+395,467
| New | +$11.5M | 0.44% | 56 |
|
|
2017
Q1 | – | Sell |
-7,500
| Closed | -$201K | – | 349 |
|
|
2016
Q4 | $201K | Buy |
+7,500
| New | +$201K | 0.01% | 290 |
|