Bourgeon Capital Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$14.8K | – | 340 |
|
|
2023
Q1 | $14.8K | Hold |
150
| – | – | ﹤0.01% | 209 |
|
|
2022
Q4 | $14.7K | Hold |
150
| – | – | ﹤0.01% | 219 |
|
|
2022
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 194 |
|
|
2022
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 200 |
|
|
2022
Q1 | $17K | Hold |
150
| – | – | ﹤0.01% | 201 |
|
|
2021
Q4 | $17K | Hold |
150
| – | – | ﹤0.01% | 195 |
|
|
2021
Q3 | $18K | Hold |
150
| – | – | ﹤0.01% | 208 |
|
|
2021
Q2 | $18K | Hold |
150
| – | – | ﹤0.01% | 206 |
|
|
2021
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 214 |
|
|
2020
Q4 | $14K | Hold |
150
| – | – | ﹤0.01% | 203 |
|
|
2020
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 218 |
|
|
2020
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 197 |
|
|
2020
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 213 |
|
|
2019
Q4 | $13K | Hold |
150
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $12K | Buy |
+150
| New | +$12K | 0.01% | 174 |
|