BFA
DFS
BMS Financial Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $444K | Sell |
3,803
-1,741
| -31% | -$203K | 0.29% | 55 |
|
|
2023
Q1 | $548K | Sell |
5,544
-253
| -4% | -$25K | 0.38% | 58 |
|
|
2022
Q4 | $567K | Sell |
5,797
-224
| -4% | -$21.9K | 0.38% | 47 |
|
|
2022
Q3 | $547K | Sell |
6,021
-163
| -3% | -$14.8K | 0.38% | 48 |
|
|
2022
Q2 | $585K | Buy |
6,184
+263
| +4% | +$24.9K | 0.38% | 43 |
|
|
2022
Q1 | $652K | Buy |
5,921
+228
| +4% | +$25.1K | 0.41% | 47 |
|
|
2021
Q4 | $658K | Buy |
+5,693
| New | +$658K | 0.42% | 46 |
|