LWM
DISCK
Lenox Wealth Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $461K | Hold |
23,944
| – | – | 0.14% | 94 |
|
|
2020
Q1 | $419K | Hold |
23,944
| – | – | 0.14% | 91 |
|
|
2019
Q4 | $730K | Hold |
23,944
| – | – | 0.2% | 85 |
|
|
2019
Q3 | $589K | Sell |
23,944
-10,407
| -30% | -$256K | 0.17% | 86 |
|
|
2019
Q2 | $977K | Sell |
34,351
-57,702
| -63% | -$1.64M | 0.29% | 53 |
|
|
2019
Q1 | $2.34M | Hold |
92,053
| – | – | 0.73% | 32 |
|
|
2018
Q4 | $2.13M | Buy |
92,053
+91,959
| +97,829% | +$2.12M | 0.72% | 36 |
|
|
2018
Q3 | $3K | Sell |
94
-91,959
| -100% | -$2.93M | ﹤0.01% | 557 |
|
|
2018
Q2 | $2.35M | Buy |
+92,053
| New | +$2.35M | 0.75% | 33 |
|