AIA
DFS

Alera Investment Advisors’s Discover Financial Services DFS Stock Holding History

Alera Investment Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-88
Closed -$6K – 312
2019
Q1 		$6K Sell
88
-250
-74% -$17K ﹤0.01% 580
2018
Q4 		$20K Buy
+338
New +$20K 0.01% 276