SWA
DISCK
Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,526
| Closed | -$113K | – | 1741 |
|
|
2022
Q1 | $113K | Hold |
4,526
| – | – | 0.04% | 232 |
|
|
2021
Q4 | $104K | Buy |
4,526
+80
| +2% | +$1.83K | 0.03% | 254 |
|
|
2021
Q3 | $108K | Hold |
4,446
| – | – | 0.04% | 241 |
|
|
2021
Q2 | $129K | Hold |
4,446
| – | – | 0.05% | 221 |
|
|
2021
Q1 | $164K | Hold |
4,446
| – | – | 0.06% | 188 |
|
|
2020
Q4 | $116K | Sell |
4,446
-22
| -0.5% | -$576 | 0.05% | 210 |
|
|
2020
Q3 | $87.6K | Buy |
4,468
+22
| +0.5% | +$431 | 0.04% | 227 |
|
|
2020
Q2 | $85.6K | Hold |
4,446
| – | – | 0.04% | 221 |
|
|
2020
Q1 | $78K | Hold |
4,446
| – | – | 0.05% | 210 |
|
|
2019
Q4 | $136K | Hold |
4,446
| – | – | 0.07% | 188 |
|
|
2019
Q3 | $109K | Hold |
4,446
| – | – | 0.06% | 200 |
|
|
2019
Q2 | $126K | Hold |
4,446
| – | – | 0.07% | 184 |
|
|
2019
Q1 | $113K | Hold |
4,446
| – | – | 0.07% | 194 |
|
|
2018
Q4 | $103K | Hold |
4,446
| – | – | 0.07% | 191 |
|
|
2018
Q3 | $132K | Hold |
4,446
| – | – | 0.09% | 170 |
|
|
2018
Q2 | $113K | Sell |
4,446
-19
| -0.4% | -$485 | 0.08% | 185 |
|
|
2018
Q1 | $87.2K | Buy |
4,465
+19
| +0.4% | +$371 | 0.06% | 210 |
|
|
2017
Q4 | $94.1K | Hold |
4,446
| – | – | 0.07% | 202 |
|
|
2017
Q3 | $90.1K | Hold |
4,446
| – | – | 0.07% | 201 |
|
|
2017
Q2 | $112K | Hold |
4,446
| – | – | 0.09% | 184 |
|
|
2017
Q1 | $126K | Hold |
4,446
| – | – | 0.11% | 164 |
|
|
2016
Q4 | $119K | Hold |
4,446
| – | – | 0.11% | 167 |
|
|
2016
Q3 | $117K | Sell |
4,446
-6
| -0.1% | -$158 | 0.11% | 166 |
|
|
2016
Q2 | $106K | Hold |
4,452
| – | – | 0.1% | 168 |
|
|
2016
Q1 | $120K | Buy |
+4,452
| New | +$120K | 0.11% | 156 |
|