Moser Wealth Advisors’s Discovery, Inc. Series A Common Stock DISCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-34,500
| Closed | -$812K | – | 145 |
|
|
2021
Q4 | $812K | Hold |
34,500
| – | – | 0.49% | 46 |
|
|
2021
Q3 | $876K | Buy |
34,500
+140
| +0.4% | +$3.56K | 0.56% | 43 |
|
|
2021
Q2 | $1.05M | Buy |
34,360
+3,285
| +11% | +$101K | 0.68% | 40 |
|
|
2021
Q1 | $1.35M | Sell |
31,075
-1,600
| -5% | -$69.6K | 0.95% | 27 |
|
|
2020
Q4 | $983K | Sell |
32,675
-550
| -2% | -$16.5K | 0.72% | 35 |
|
|
2020
Q3 | $723K | Buy |
33,225
+550
| +2% | +$12K | 0.57% | 39 |
|
|
2020
Q2 | $689K | Buy |
32,675
+2,450
| +8% | +$51.7K | 0.66% | 38 |
|
|
2020
Q1 | $588K | Buy |
30,225
+1,950
| +7% | +$37.9K | 0.68% | 36 |
|
|
2019
Q4 | $926K | Buy |
+28,275
| New | +$926K | 0.89% | 26 |
|