WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-18,712
| Closed | -$554K | – | 250 |
|
|
2019
Q2 | $554K | Sell |
18,712
-78,796
| -81% | -$2.33M | 0.08% | 140 |
|
|
2019
Q1 | $2.71M | Buy |
97,508
+2,069
| +2% | +$57.4K | 0.42% | 69 |
|
|
2018
Q4 | $2.8M | Buy |
95,439
+3,004
| +3% | +$88K | 0.45% | 68 |
|
|
2018
Q3 | $2.73M | Sell |
92,435
-30,085
| -25% | -$888K | 0.5% | 57 |
|
|
2018
Q2 | $3.37M | Sell |
122,520
-19,839
| -14% | -$546K | 0.69% | 41 |
|
|
2018
Q1 | $3.05M | Buy |
142,359
+19,423
| +16% | +$416K | 0.67% | 41 |
|
|
2017
Q4 | $2.75M | Sell |
122,936
-23,613
| -16% | -$528K | 0.74% | 36 |
|
|
2017
Q3 | $3.12M | Buy |
146,549
+7,985
| +6% | +$170K | 0.88% | 30 |
|
|
2017
Q2 | $3.58M | Buy |
138,564
+132,142
| +2,058% | +$3.41M | 1.03% | 23 |
|
|
2017
Q1 | $189K | Buy |
+6,422
| New | +$189K | 0.66% | 31 |
|
|
2016
Q3 | $2.68M | Sell |
97,714
-90,534
| -48% | -$2.48M | 0.87% | 24 |
|
|
2016
Q2 | $2.3M | Buy |
+188,248
| New | +$2.3M | 0.3% | 60 |
|
|
2015
Q4 | $1.48M | Buy |
+170,184
| New | +$1.48M | 0.24% | 74 |
|
|
2015
Q2 | $1.37M | Buy |
41,058
+25,037
| +156% | +$833K | 0.6% | 24 |
|
|
2015
Q1 | $491K | Buy |
+16,021
| New | +$491K | 0.23% | 72 |
|