Ativo Capital Management’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
Q1 | – | Sell |
-9,668
| Closed | -$744K | – | 227 |
|
|
2017
Q4 | $744K | Buy |
9,668
+4
| +0% | +$308 | 0.2% | 203 |
|
|
2017
Q3 | $623K | Buy |
9,664
+801
| +9% | +$51.6K | 0.17% | 208 |
|
|
2017
Q2 | $551K | Sell |
8,863
-90
| -1% | -$5.6K | 0.15% | 210 |
|
|
2017
Q1 | $612K | Sell |
8,953
-31,900
| -78% | -$2.18M | 0.15% | 214 |
|
|
2016
Q4 | $2.95M | Buy |
+40,853
| New | +$2.95M | 0.69% | 37 |
|