Geneos 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 |
-840
| Closed | -$20K | – | 2870 |
|
|
2022
Q1 | $20K | Hold |
840
| – | – | ﹤0.01% | 1814 |
|
|
2021
Q4 | $19K | Hold |
840
| – | – | ﹤0.01% | 1920 |
|
|
2021
Q3 | $20K | Hold |
840
| – | – | ﹤0.01% | 1929 |
|
|
2021
Q2 | $24K | Hold |
840
| – | – | ﹤0.01% | 1833 |
|
|
2021
Q1 | $27K | Hold |
840
| – | – | ﹤0.01% | 1930 |
|
|
2020
Q4 | $30K | Hold |
840
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q3 | $16K | Hold |
840
| – | – | ﹤0.01% | 1776 |
|
|
2020
Q2 | $15K | Hold |
840
| – | – | ﹤0.01% | 1759 |
|
|
2020
Q1 | $14K | Hold |
840
| – | – | ﹤0.01% | 1671 |
|
|
2019
Q4 | $25K | Hold |
840
| – | – | ﹤0.01% | 1598 |
|
|
2019
Q3 | $20K | Hold |
840
| – | – | ﹤0.01% | 1617 |
|
|
2019
Q2 | $23K | Hold |
840
| – | – | ﹤0.01% | 1576 |
|
|
2019
Q1 | $21K | Hold |
840
| – | – | ﹤0.01% | 1554 |
|
|
2018
Q4 | $19K | Hold |
840
| – | – | ﹤0.01% | 1533 |
|
|
2018
Q3 | $24K | Hold |
840
| – | – | ﹤0.01% | 1504 |
|
|
2018
Q2 | $21K | Hold |
840
| – | – | ﹤0.01% | 1434 |
|
|
2018
Q1 | $16K | Sell |
840
-100
| -11% | -$1.91K | ﹤0.01% | 1497 |
|
|
2017
Q4 | $19K | Sell |
940
-588
| -38% | -$11.9K | ﹤0.01% | 1419 |
|
|
2017
Q3 | $30K | Hold |
1,528
| – | – | ﹤0.01% | 1181 |
|
|
2017
Q2 | $38K | Hold |
1,528
| – | – | ﹤0.01% | 1042 |
|
|
2017
Q1 | $43K | Hold |
1,528
| – | – | ﹤0.01% | 946 |
|
|
2016
Q4 | $40K | Buy |
1,528
+588
| +63% | +$15.4K | 0.01% | 922 |
|
|
2016
Q3 | $24K | Hold |
940
| – | – | ﹤0.01% | 1078 |
|
|
2016
Q2 | $22K | Sell |
940
-219
| -19% | -$5.13K | ﹤0.01% | 1094 |
|
|
2016
Q1 | $31K | Buy |
+1,159
| New | +$31K | ﹤0.01% | 960 |
|