Capital Directions Investment Advisors’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
Q4 | $52.8K | Buy |
+540
| New | +$52.8K | 0.02% | 119 |
|
|
2022
Q3 | – | Sell |
-540
| Closed | -$51K | – | 112 |
|
|
2022
Q2 | $51K | Hold |
540
| – | – | 0.02% | 127 |
|
|
2022
Q1 | $60K | Buy |
+540
| New | +$60K | 0.02% | 132 |
|
|
2021
Q4 | – | Sell |
-540
| Closed | -$66K | – | 98 |
|
|
2021
Q3 | $66K | Hold |
540
| – | – | 0.02% | 119 |
|
|
2021
Q2 | $64K | Buy |
+540
| New | +$64K | 0.02% | 106 |
|
|
2021
Q1 | – | Sell |
-540
| Closed | -$49K | – | 222 |
|
|
2020
Q4 | $49K | Hold |
540
| – | – | 0.02% | 115 |
|
|
2020
Q3 | $31K | Hold |
540
| – | – | 0.01% | 130 |
|
|
2020
Q2 | $27K | Hold |
540
| – | – | 0.01% | 138 |
|
|
2020
Q1 | $19K | Hold |
540
| – | – | 0.01% | 167 |
|
|
2019
Q4 | $46K | Hold |
540
| – | – | 0.01% | 138 |
|
|
2019
Q3 | $44K | Buy |
+540
| New | +$44K | 0.01% | 135 |
|
|
2018
Q3 | – | Sell |
-540
| Closed | -$38K | – | 164 |
|
|
2018
Q2 | $38K | Buy |
+540
| New | +$38K | 0.02% | 82 |
|