Mount Yale Investment Advisors’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 |
-14,149
| Closed | -$393K | – | 340 |
|
|
2019
Q4 | $393K | Sell |
14,149
-916
| -6% | -$25.4K | 0.07% | 248 |
|
|
2019
Q3 | $429K | Sell |
15,065
-1,996
| -12% | -$56.8K | 0.08% | 217 |
|
|
2019
Q2 | $469K | Sell |
17,061
-1,879
| -10% | -$51.7K | 0.09% | 197 |
|
|
2019
Q1 | $481K | Sell |
18,940
-1,609
| -8% | -$40.9K | 0.09% | 181 |
|
|
2018
Q4 | $552K | Sell |
20,549
-6,113
| -23% | -$164K | 0.11% | 161 |
|
|
2018
Q3 | $796K | Sell |
26,662
-1,627
| -6% | -$48.6K | 0.14% | 129 |
|
|
2018
Q2 | $721K | Sell |
28,289
-567
| -2% | -$14.5K | 0.14% | 137 |
|
|
2018
Q1 | $563K | Buy |
+28,856
| New | +$563K | 0.12% | 154 |
|