Accel Wealth Management’s Discover Financial Services DFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-91
| Closed | -$8.99K | – | 331 |
|
2023
Q1 | $8.99K | Hold |
91
| – | – | ﹤0.01% | 922 |
|
2022
Q4 | $8.9K | Hold |
91
| – | – | ﹤0.01% | 737 |
|
2022
Q3 | $9K | Hold |
91
| – | – | ﹤0.01% | 753 |
|
2022
Q2 | $9K | Hold |
91
| – | – | 0.01% | 718 |
|
2022
Q1 | $10K | Hold |
91
| – | – | 0.01% | 702 |
|
2021
Q4 | $11K | Hold |
91
| – | – | 0.01% | 691 |
|
2021
Q3 | $11K | Hold |
91
| – | – | 0.01% | 611 |
|
2021
Q2 | $11K | Hold |
91
| – | – | 0.01% | 670 |
|
2021
Q1 | $9K | Hold |
91
| – | – | 0.01% | 670 |
|
2020
Q4 | $8K | Buy |
+91
| New | +$8K | 0.01% | 647 |
|