Clarus Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-75
| Closed | -$5K | – | 599 |
|
|
2019
Q1 | $5K | Sell |
75
-304
| -80% | -$20.3K | ﹤0.01% | 570 |
|
|
2018
Q4 | $22K | Buy |
379
+2
| +0.5% | +$116 | 0.03% | 387 |
|
|
2018
Q3 | $29K | Buy |
377
+3
| +0.8% | +$231 | 0.02% | 378 |
|
|
2018
Q2 | $27K | Buy |
+374
| New | +$27K | 0.02% | 373 |
|