AWP
DFS
Ascent Wealth Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-47,723
| Closed | -$4.05M | – | 114 |
|
|
2019
Q4 | $4.05M | Buy |
47,723
+476
| +1% | +$40.4K | 1.15% | 36 |
|
|
2019
Q3 | $3.83M | Buy |
47,247
+379
| +0.8% | +$30.7K | 1.17% | 35 |
|
|
2019
Q2 | $3.64M | Buy |
46,868
+1,743
| +4% | +$135K | 1.13% | 36 |
|
|
2019
Q1 | $3.21M | Buy |
+45,125
| New | +$3.21M | 1.05% | 38 |
|