BWFM
DFS

Bridgewater Wealth & Financial Management’s Discover Financial Services DFS Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		$4.11M Sell
53,465
-1,579
-3% -$121K 1.64% 24
2017
Q3 		$3.55M Sell
55,044
-1,206
-2% -$77.8K 1.45% 24
2017
Q2 		$3.5M Buy
56,250
+13,271
+31% +$825K 1.17% 29
2017
Q1 		$2.94M Buy
+42,979
New +$2.94M 1.08% 28