Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-50
| Closed | -$1K | – | 1072 |
|
|
2021
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 989 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$5K | – | 1072 |
|
|
2020
Q3 | $5K | Buy |
250
+100
| +67% | +$2K | ﹤0.01% | 700 |
|
|
2020
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 650 |
|
|
2020
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 633 |
|
|
2019
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 626 |
|
|
2019
Q2 | – | Sell |
-81
| Closed | -$2K | – | 857 |
|
|
2019
Q1 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 734 |
|
|
2015
Q2 | – | Sell |
-61
| Closed | -$2K | – | 754 |
|
|
2015
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 682 |
|
|
2014
Q4 | $2K | Sell |
61
-110
| -64% | -$3.61K | ﹤0.01% | 767 |
|
|
2014
Q3 | $6K | Buy |
+171
| New | +$6K | 0.01% | 658 |
|
|
2013
Q4 | – | Sell |
-74
| Closed | -$3K | – | 727 |
|
|
2013
Q3 | $3K | Hold |
74
| – | – | ﹤0.01% | 533 |
|
|
2013
Q2 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 514 |
|