CSWM
DFS
Cassady Schiller Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $40.7K | Buy |
235
+17
| +8% | +$2.95K | 0.01% | 222 |
|
|
2024
Q3 | $30.6K | Hold |
218
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $28.5K | Hold |
218
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $28.6K | Buy |
218
+18
| +9% | +$2.36K | 0.01% | 253 |
|
|
2023
Q4 | $22.5K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $17.3K | Hold |
200
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $23.4K | Hold |
200
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $19.8K | Hold |
200
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $19.6K | Buy |
+200
| New | +$19.6K | 0.01% | 269 |
|
|
2022
Q1 | – | Sell |
-208
| Closed | -$24K | – | 227 |
|
|
2021
Q4 | $24K | Buy |
+208
| New | +$24K | 0.01% | 257 |
|