Braun-Bostich & Associates’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,195
| Closed | -$2.69M | – | 87 |
|
|
2021
Q4 | $2.69M | Buy |
+22,195
| New | +$2.69M | 0.64% | 33 |
|
|
2019
Q3 | – | Sell |
-825
| Closed | -$64K | – | 134 |
|
|
2019
Q2 | $64K | Hold |
825
| – | – | 0.07% | 172 |
|
|
2019
Q1 | $59K | Hold |
825
| – | – | 0.06% | 190 |
|
|
2018
Q4 | $49K | Hold |
825
| – | – | 0.05% | 174 |
|
|
2018
Q3 | $63K | Hold |
825
| – | – | 0.06% | 167 |
|
|
2018
Q2 | $58K | Hold |
825
| – | – | 0.06% | 169 |
|
|
2018
Q1 | $59K | Sell |
825
-761
| -48% | -$54.4K | 0.05% | 159 |
|
|
2017
Q4 | $122K | Buy |
+1,586
| New | +$122K | 0.1% | 129 |
|