AllSquare Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-301
| Closed | -$35K | – | 513 |
|
|
2021
Q4 | $35K | Sell |
301
-55
| -15% | -$6.4K | 0.02% | 263 |
|
|
2021
Q3 | $44K | Hold |
356
| – | – | 0.03% | 233 |
|
|
2021
Q2 | $42K | Hold |
356
| – | – | 0.02% | 248 |
|
|
2021
Q1 | $34K | Buy |
356
+119
| +50% | +$11.4K | 0.02% | 267 |
|
|
2020
Q4 | $21K | Buy |
+237
| New | +$21K | 0.01% | 273 |
|
|
2017
Q2 | – | Sell |
-375
| Closed | -$26K | – | 206 |
|
|
2017
Q1 | $26K | Buy |
+375
| New | +$26K | 0.02% | 196 |
|