PWA
DISCK
Phoenix Wealth Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,440
| Closed | -$132K | – | 373 |
|
|
2021
Q3 | $132K | Buy |
5,440
+29
| +0.5% | +$704 | 0.1% | 137 |
|
|
2021
Q2 | $155K | Buy |
5,411
+532
| +11% | +$15.2K | 0.11% | 133 |
|
|
2021
Q1 | $181K | Sell |
4,879
-4,335
| -47% | -$161K | 0.14% | 120 |
|
|
2020
Q4 | $241K | Buy |
+9,214
| New | +$241K | 0.18% | 95 |
|