AO
DFS
Advisor OS’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,981
| Closed | -$228K | – | 208 |
|
|
2021
Q4 | $228K | Sell |
1,981
-28
| -1% | -$3.22K | 0.05% | 229 |
|
|
2021
Q3 | $247K | Sell |
2,009
-284
| -12% | -$34.9K | 0.05% | 207 |
|
|
2021
Q2 | $271K | Buy |
2,293
+11
| +0.5% | +$1.3K | 0.06% | 200 |
|
|
2021
Q1 | $217K | Sell |
2,282
-166
| -7% | -$15.8K | 0.05% | 186 |
|
|
2020
Q4 | $222K | Buy |
+2,448
| New | +$222K | 0.06% | 129 |
|