Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,252
| Closed | -$231K | – | 352 |
|
|
2021
Q1 | $231K | Buy |
+6,252
| New | +$231K | 0.02% | 336 |
|
|
2020
Q4 | – | Sell |
-10,452
| Closed | -$205K | – | 359 |
|
|
2020
Q3 | $205K | Hold |
10,452
| – | – | 0.02% | 319 |
|
|
2020
Q2 | $201K | Sell |
10,452
-400
| -4% | -$7.69K | 0.02% | 310 |
|
|
2020
Q1 | $190K | Sell |
10,852
-550
| -5% | -$9.63K | 0.03% | 286 |
|
|
2019
Q4 | $348K | Hold |
11,402
| – | – | 0.04% | 268 |
|
|
2019
Q3 | $290K | Sell |
11,402
-10,000
| -47% | -$254K | 0.04% | 285 |
|
|
2019
Q2 | $609K | Hold |
21,402
| – | – | 0.08% | 198 |
|
|
2019
Q1 | $544K | Buy |
+21,402
| New | +$544K | 0.07% | 212 |
|
|
2018
Q4 | – | Sell |
-6,802
| Closed | -$201K | – | 352 |
|
|
2018
Q3 | $201K | Buy |
+6,802
| New | +$201K | 0.02% | 334 |
|