Bank Julius Baer & Co’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
Q3 | – | Sell |
-96
| Closed | -$9K | – | 588 |
|
|
2022
Q2 | $9K | Buy |
+96
| New | +$9K | ﹤0.01% | 582 |
|
|
2021
Q4 | – | Sell |
-196
| Closed | -$24K | – | 846 |
|
|
2021
Q3 | $24K | Sell |
196
-49
| -20% | -$6K | ﹤0.01% | 735 |
|
|
2021
Q2 | $29K | Hold |
245
| – | – | ﹤0.01% | 731 |
|
|
2021
Q1 | $23K | Buy |
245
+2
| +0.8% | +$188 | ﹤0.01% | 736 |
|
|
2020
Q4 | $22K | Buy |
243
+38
| +19% | +$3.44K | ﹤0.01% | 739 |
|
|
2020
Q3 | $12K | Hold |
205
| – | – | ﹤0.01% | 680 |
|
|
2020
Q2 | $10K | Buy |
205
+8
| +4% | +$390 | ﹤0.01% | 624 |
|
|
2020
Q1 | $7K | Buy |
+197
| New | +$7K | ﹤0.01% | 613 |
|