Perigon Wealth Management’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
Q2 | – | Sell |
-10,853
| Closed | -$270K | – | 635 |
|
|
2022
Q1 | $270K | Buy |
10,853
+1,669
| +18% | +$41.5K | 0.02% | 493 |
|
|
2021
Q4 | $216K | Buy |
+9,184
| New | +$216K | 0.02% | 539 |
|
|
2018
Q2 | – | Sell |
-141
| Closed | -$3K | – | 694 |
|
|
2018
Q1 | $3K | Hold |
141
| – | – | ﹤0.01% | 592 |
|
|
2017
Q4 | $3K | Hold |
141
| – | – | ﹤0.01% | 568 |
|
|
2017
Q3 | $3K | Buy |
+141
| New | +$3K | ﹤0.01% | 598 |
|