BFA
DFS

BMS Financial Advisors’s Discover Financial Services DFS Stock Holding History

BMS Financial Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$444K Sell
2023
Q1 		$548K Sell
2022
Q4 		$567K Sell
2022
Q3 		$547K Sell
2022
Q2 		$585K Buy
2022
Q1 		$652K Buy
2021
Q4 		$658K Buy