CPA
DFS
Clear Perspective Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,152
| Closed | -$81K | – | 206 |
|
|
2018
Q2 | $81K | Hold |
1,152
| – | – | 0.06% | 210 |
|
|
2018
Q1 | $83K | Sell |
1,152
-201
| -15% | -$14.5K | 0.06% | 206 |
|
|
2017
Q4 | $104K | Hold |
1,353
| – | – | 0.08% | 184 |
|
|
2017
Q3 | $87K | Sell |
1,353
-301
| -18% | -$19.4K | 0.07% | 192 |
|
|
2017
Q2 | $103K | Sell |
1,654
-883
| -35% | -$55K | 0.09% | 167 |
|
|
2017
Q1 | $174K | Sell |
2,537
-5,911
| -70% | -$405K | 0.12% | 126 |
|
|
2016
Q4 | $609K | Buy |
+8,448
| New | +$609K | 0.4% | 60 |
|