Institute for 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 |
-57,687
| Closed | -$1.44M | – | 562 |
|
|
2022
Q1 | $1.44M | Buy |
57,687
+27,643
| +92% | +$690K | 0.23% | 112 |
|
|
2021
Q4 | $688K | Buy |
30,044
+21,068
| +235% | +$482K | 0.11% | 222 |
|
|
2021
Q3 | $218K | Buy |
+8,976
| New | +$218K | 0.04% | 444 |
|
|
2020
Q1 | – | Sell |
-1,257
| Closed | -$38K | – | 693 |
|
|
2019
Q4 | $38K | Buy |
+1,257
| New | +$38K | 0.01% | 524 |
|