WWM
DISCA
Willingdon Wealth Management’s Discovery, Inc. Series A Common Stock DISCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-136
| Closed | -$4K | – | 434 |
|
|
2018
Q3 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 347 |
|
|
2015
Q2 | – | Sell |
-74,791
| Closed | -$2.3M | – | 100 |
|
|
2015
Q1 | $2.3M | Buy |
74,791
+19,795
| +36% | +$609K | 1.91% | 14 |
|
|
2014
Q4 | $1.9M | Buy |
54,996
+36,785
| +202% | +$1.27M | 1.19% | 35 |
|
|
2014
Q3 | $688K | Buy |
18,211
+1,064
| +6% | +$40.2K | 0.45% | 77 |
|
|
2014
Q2 | $1.27M | Buy |
+17,147
| New | +$1.27M | 0.88% | 49 |
|