Berman Capital Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $157K | Buy |
1,280
+294
| +30% | +$36.1K | 0.02% | 325 |
|
|
2021
Q2 | $116K | Buy |
986
+220
| +29% | +$25.9K | 0.02% | 341 |
|
|
2021
Q1 | $72K | Buy |
766
+273
| +55% | +$25.7K | 0.02% | 370 |
|
|
2020
Q4 | $44K | Buy |
493
+124
| +34% | +$11.1K | 0.01% | 435 |
|
|
2020
Q3 | $21K | Sell |
369
-57
| -13% | -$3.24K | 0.01% | 562 |
|
|
2020
Q2 | $21K | Sell |
426
-308
| -42% | -$15.2K | 0.01% | 529 |
|
|
2020
Q1 | $25K | Sell |
734
-24
| -3% | -$817 | 0.01% | 438 |
|
|
2019
Q4 | $64K | Buy |
758
+1
| +0.1% | +$84 | 0.02% | 280 |
|
|
2019
Q3 | $61K | Sell |
757
-9
| -1% | -$725 | 0.02% | 274 |
|
|
2019
Q2 | $59K | Buy |
766
+27
| +4% | +$2.08K | 0.02% | 279 |
|
|
2019
Q1 | $52K | Buy |
739
+103
| +16% | +$7.25K | 0.02% | 266 |
|
|
2018
Q4 | $37K | Buy |
+636
| New | +$37K | 0.01% | 285 |
|