BDO Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $67K | Buy |
573
+178
| +45% | +$20.8K | 0.01% | 387 |
|
|
2023
Q1 | $39K | Hold |
395
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $38.6K | Hold |
395
| – | – | ﹤0.01% | 455 |
|
|
2022
Q3 | $36K | Hold |
395
| – | – | ﹤0.01% | 459 |
|
|
2022
Q2 | $37K | Hold |
395
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $44K | Hold |
395
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $46K | Hold |
395
| – | – | ﹤0.01% | 458 |
|
|
2021
Q3 | $49K | Hold |
395
| – | – | 0.01% | 448 |
|
|
2021
Q2 | $47K | Hold |
395
| – | – | 0.01% | 472 |
|
|
2021
Q1 | $38K | Buy |
395
+357
| +939% | +$34.3K | ﹤0.01% | 491 |
|
|
2020
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 700 |
|
|
2020
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 677 |
|
|
2020
Q2 | – | Sell |
-532
| Closed | -$19K | – | 707 |
|
|
2020
Q1 | $19K | Buy |
532
+99
| +23% | +$3.54K | ﹤0.01% | 455 |
|
|
2019
Q4 | $37K | Buy |
433
+311
| +255% | +$26.6K | 0.01% | 329 |
|
|
2019
Q3 | $10K | Hold |
122
| – | – | ﹤0.01% | 455 |
|
|
2019
Q2 | $9K | Hold |
122
| – | – | ﹤0.01% | 447 |
|
|
2019
Q1 | $9K | Hold |
122
| – | – | ﹤0.01% | 432 |
|
|
2018
Q4 | $7K | Hold |
122
| – | – | ﹤0.01% | 434 |
|
|
2018
Q3 | $9K | Hold |
122
| – | – | ﹤0.01% | 466 |
|
|
2018
Q2 | $9K | Hold |
122
| – | – | ﹤0.01% | 468 |
|
|
2018
Q1 | $9K | Hold |
122
| – | – | ﹤0.01% | 402 |
|
|
2017
Q4 | $9K | Hold |
122
| – | – | ﹤0.01% | 342 |
|
|
2017
Q3 | $8K | Hold |
122
| – | – | ﹤0.01% | 317 |
|
|
2017
Q2 | $8K | Buy |
+122
| New | +$8K | ﹤0.01% | 396 |
|