WJWM
DISCK

Williams Jones Wealth Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Williams Jones Wealth Management’s Portfolio DISCK Stock Details DISCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,110
Closed -$502K – 616
2022
Q1 		$502K Buy
+20,110
New +$502K 0.01% 346
2021
Q1 		– Sell
-15,264
Closed -$400K – 510
2020
Q4 		$400K Buy
+15,264
New +$400K 0.01% 320