CIM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-20,785
| Closed | -$1.34M | – | 250 |
|
|
2014
Q3 | $1.34M | Sell |
20,785
-1,006
| -5% | -$64.8K | 0.68% | 39 |
|
|
2014
Q2 | $1.35M | Sell |
21,791
-612
| -3% | -$37.9K | 0.68% | 42 |
|
|
2014
Q1 | $1.3M | Sell |
22,403
-544
| -2% | -$31.7K | 0.6% | 42 |
|
|
2013
Q4 | $1.28M | Buy |
22,947
+1,700
| +8% | +$95.1K | 0.65% | 50 |
|
|
2013
Q3 | $1.07M | Hold |
21,247
| – | – | 0.64% | 56 |
|
|
2013
Q2 | $1.01M | Buy |
+21,247
| New | +$1.01M | 0.6% | 59 |
|