Atlas Private Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-215
| Closed | -$26K | – | 288 |
|
|
2021
Q3 | $26K | Hold |
215
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $25K | Hold |
215
| – | – | 0.01% | 323 |
|
|
2021
Q1 | $20K | Buy |
215
+200
| +1,333% | +$18.6K | 0.01% | 377 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 701 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 619 |
|
|
2020
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 644 |
|