BAM
DFS
Baldrige Asset Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 341 |
|
|
2022
Q1 | – | Sell |
-147
| Closed | -$17K | – | 320 |
|
|
2021
Q4 | $17K | Sell |
147
-86
| -37% | -$9.95K | 0.01% | 245 |
|
|
2021
Q3 | $29K | Hold |
233
| – | – | 0.01% | 205 |
|
|
2021
Q2 | $28K | Buy |
+233
| New | +$28K | 0.01% | 210 |
|