Blue Fin Capital’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-2,885
| Closed | -$208K | – | 134 |
|
2016
Q4 | $208K | Buy |
+2,885
| New | +$208K | 0.14% | 124 |
|
2015
Q3 | – | Sell |
-4,085
| Closed | -$235K | – | 129 |
|
2015
Q2 | $235K | Hold |
4,085
| – | – | 0.17% | 125 |
|
2015
Q1 | $230K | Buy |
4,085
+80
| +2% | +$4.5K | 0.17% | 126 |
|
2014
Q4 | $262K | Buy |
4,005
+690
| +21% | +$45.1K | 0.2% | 117 |
|
2014
Q3 | $213K | Buy |
+3,315
| New | +$213K | 0.17% | 118 |
|