Archford Capital Strategies’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-234
| Closed | -$18K | – | 511 |
|
|
2018
Q3 | $18K | Sell |
234
-42
| -15% | -$3.23K | 0.01% | 373 |
|
|
2018
Q2 | $19K | Hold |
276
| – | – | 0.01% | 371 |
|
|
2018
Q1 | $21K | Buy |
+276
| New | +$21K | 0.01% | 274 |
|
|
2017
Q2 | – | Sell |
-510
| Closed | -$35K | – | 300 |
|
|
2017
Q1 | $35K | Sell |
510
-400
| -44% | -$27.5K | 0.01% | 311 |
|
|
2016
Q4 | $65K | Buy |
910
+400
| +78% | +$28.6K | 0.03% | 234 |
|
|
2016
Q3 | $28K | Hold |
510
| – | – | 0.01% | 304 |
|
|
2016
Q2 | $27K | Buy |
+510
| New | +$27K | 0.01% | 304 |
|
|
2016
Q1 | – | Sell |
-510
| Closed | -$28K | – | 276 |
|
|
2015
Q4 | $28K | Buy |
510
+468
| +1,114% | +$25.7K | 0.01% | 333 |
|
|
2015
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 549 |
|
|
2015
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 481 |
|
|
2015
Q1 | $2.37K | Hold |
42
| – | – | ﹤0.01% | 493 |
|
|
2014
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 432 |
|
|
2014
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 435 |
|
|
2014
Q2 | $2.6K | Hold |
42
| – | – | ﹤0.01% | 629 |
|
|
2014
Q1 | $2.44K | Buy |
+42
| New | +$2.44K | ﹤0.01% | 625 |
|