Spire Wealth Management’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
Q2 | – | Sell |
-8,499
| Closed | -$212K | – | 2887 |
|
2022
Q1 | $212K | Sell |
8,499
-4,540
| -35% | -$113K | 0.01% | 870 |
|
2021
Q4 | $299K | Buy |
13,039
+4,604
| +55% | +$106K | 0.01% | 903 |
|
2021
Q3 | $205K | Buy |
8,435
+96
| +1% | +$2.33K | 0.01% | 910 |
|
2021
Q2 | $242K | Sell |
8,339
-335
| -4% | -$9.72K | 0.01% | 865 |
|
2021
Q1 | $320K | Buy |
+8,674
| New | +$320K | 0.01% | 828 |
|