Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,289
| Closed | -$58K | – | 2345 |
|
|
2019
Q1 | $58K | Buy |
2,289
+14
| +0.6% | +$355 | ﹤0.01% | 844 |
|
|
2018
Q4 | $53K | Buy |
2,275
+16
| +0.7% | +$373 | ﹤0.01% | 838 |
|
|
2018
Q3 | $67K | Hold |
2,259
| – | – | 0.01% | 860 |
|
|
2018
Q2 | $58K | Sell |
2,259
-128
| -5% | -$3.29K | 0.01% | 923 |
|
|
2018
Q1 | $47K | Buy |
2,387
+1,827
| +326% | +$36K | ﹤0.01% | 1015 |
|
|
2017
Q4 | $12K | Buy |
560
+10
| +2% | +$214 | ﹤0.01% | 1529 |
|
|
2017
Q3 | $11K | Buy |
550
+7
| +1% | +$140 | ﹤0.01% | 1554 |
|
|
2017
Q2 | $14K | Buy |
543
+74
| +16% | +$1.91K | ﹤0.01% | 1411 |
|
|
2017
Q1 | $13K | Hold |
469
| – | – | ﹤0.01% | 1253 |
|
|
2016
Q4 | $13K | Buy |
469
+21
| +5% | +$582 | ﹤0.01% | 1146 |
|
|
2016
Q3 | $12K | Sell |
448
-5,623
| -93% | -$151K | ﹤0.01% | 1211 |
|
|
2016
Q2 | $145K | Sell |
6,071
-90
| -1% | -$2.15K | 0.02% | 453 |
|
|
2016
Q1 | $166K | Sell |
6,161
-50
| -0.8% | -$1.35K | 0.03% | 404 |
|
|
2015
Q4 | $157K | Buy |
+6,211
| New | +$157K | 0.03% | 426 |
|