IFG Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-7,612
| Closed | -$220K | – | 491 |
|
2021
Q2 | $220K | Sell |
7,612
-13,569
| -64% | -$392K | 0.02% | 443 |
|
2021
Q1 | $781K | Sell |
21,181
-1,665
| -7% | -$61.4K | 0.1% | 227 |
|
2020
Q4 | $598K | Buy |
22,846
+3,784
| +20% | +$99K | 0.08% | 238 |
|
2020
Q3 | $373K | Hold |
19,062
| – | – | 0.06% | 280 |
|
2020
Q2 | $367K | Hold |
19,062
| – | – | 0.07% | 264 |
|
2020
Q1 | $334K | Buy |
19,062
+1,292
| +7% | +$22.6K | 0.07% | 245 |
|
2019
Q4 | $541K | Buy |
17,770
+722
| +4% | +$22K | 0.1% | 223 |
|
2019
Q3 | $419K | Buy |
+17,048
| New | +$419K | 0.08% | 250 |
|