B. Riley Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$57K | – | 273 |
|
|
2015
Q2 | $57K | Sell |
1,000
-300
| -23% | -$17.1K | 0.05% | 380 |
|
|
2015
Q1 | $73K | Buy |
1,300
+300
| +30% | +$16.8K | 0.05% | 344 |
|
|
2014
Q4 | $65K | Hold |
1,000
| – | – | 0.05% | 343 |
|
|
2014
Q3 | $64K | Hold |
1,000
| – | – | 0.05% | 365 |
|
|
2014
Q2 | $61K | Hold |
1,000
| – | – | 0.04% | 430 |
|
|
2014
Q1 | $58K | Buy |
+1,000
| New | +$58K | 0.04% | 417 |
|