BOSSRA
DFS

B.O.S.S. Retirement Advisors’s Discover Financial Services DFS Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,437
Closed -$386K – 152
2023
Q4 		$386K Buy
+3,437
New +$386K 0.07% 194
2023
Q2 		– Sell
-2,212
Closed -$219K – 247
2023
Q1 		$219K Buy
+2,212
New +$219K 0.05% 215