Laurel Wealth Advisors (California)’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-9,383
| Closed | -$286K | – | 441 |
|
2019
Q4 | $286K | Sell |
9,383
-40
| -0.4% | -$1.22K | 0.05% | 349 |
|
2019
Q3 | $232K | Buy |
9,423
+40
| +0.4% | +$985 | 0.04% | 400 |
|
2019
Q2 | $267K | Buy |
9,383
+6
| +0.1% | +$171 | 0.06% | 317 |
|
2019
Q1 | $238K | Hold |
9,377
| – | – | 0.06% | 332 |
|
2018
Q4 | $216K | Hold |
9,377
| – | – | 0.06% | 305 |
|
2018
Q3 | $277K | Sell |
9,377
-1,450
| -13% | -$42.8K | 0.07% | 292 |
|
2018
Q2 | $276K | Buy |
+10,827
| New | +$276K | 0.07% | 281 |
|