Avantax Planning Partners’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,981
| Closed | -$229K | – | 363 |
|
|
2021
Q4 | $229K | Buy |
1,981
+63
| +3% | +$7.28K | 0.01% | 315 |
|
|
2021
Q3 | $236K | Buy |
1,918
+3
| +0.2% | +$369 | 0.01% | 290 |
|
|
2021
Q2 | $227K | Buy |
+1,915
| New | +$227K | 0.01% | 293 |
|
|
2020
Q1 | – | Sell |
-2,472
| Closed | -$210K | – | 279 |
|
|
2019
Q4 | $210K | Sell |
2,472
-53
| -2% | -$4.5K | 0.01% | 287 |
|
|
2019
Q3 | $205K | Buy |
+2,525
| New | +$205K | 0.01% | 292 |
|
|
2018
Q4 | – | Sell |
-2,027
| Closed | -$155K | – | 492 |
|
|
2018
Q3 | $155K | Buy |
+2,027
| New | +$155K | 0.01% | 269 |
|
|
2018
Q2 | – | Sell |
-1,756
| Closed | -$126K | – | 520 |
|
|
2018
Q1 | $126K | Buy |
+1,756
| New | +$126K | 0.01% | 367 |
|