AEPWM
DFS
Atlantic Edge Private Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50
| Closed | -$8.54K | – | 511 |
|
|
2025
Q1 | $8.54K | Hold |
50
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $8.66K | Hold |
50
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $7.02K | Hold |
50
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $6.54K | Hold |
50
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $6.56K | Hold |
50
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $5.62K | Buy |
+50
| New | +$5.62K | ﹤0.01% | 353 |
|