OneDigital 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,972
| Closed | -$56K | – | 1200 |
|
2019
Q2 | $56K | Buy |
1,972
+700
| +55% | +$19.9K | ﹤0.01% | 550 |
|
2019
Q1 | $32K | Hold |
1,272
| – | – | ﹤0.01% | 603 |
|
2018
Q4 | $29K | Sell |
1,272
-117
| -8% | -$2.67K | ﹤0.01% | 591 |
|
2018
Q3 | $41K | Buy |
1,389
+960
| +224% | +$28.3K | 0.01% | 455 |
|
2018
Q2 | $11K | Hold |
429
| – | – | ﹤0.01% | 1022 |
|
2018
Q1 | $8K | Hold |
429
| – | – | ﹤0.01% | 1085 |
|
2017
Q4 | $9K | Sell |
429
-189
| -31% | -$3.97K | ﹤0.01% | 995 |
|
2017
Q3 | $12K | Hold |
618
| – | – | ﹤0.01% | 791 |
|
2017
Q2 | $16K | Buy |
+618
| New | +$16K | ﹤0.01% | 831 |
|