WWM
DISCK
Willingdon Wealth Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-211
| Closed | -$4K | – | 366 |
|
|
2018
Q1 | $4K | Buy |
+211
| New | +$4K | ﹤0.01% | 314 |
|
|
2015
Q2 | – | Sell |
-12,519
| Closed | -$369K | – | 98 |
|
|
2015
Q1 | $369K | Sell |
12,519
-3,961
| -24% | -$117K | 0.31% | 77 |
|
|
2014
Q4 | $556K | Sell |
16,480
-518
| -3% | -$17.5K | 0.35% | 76 |
|
|
2014
Q3 | $634K | Buy |
+16,998
| New | +$634K | 0.42% | 78 |
|