CGFA
DFS

Colton Groome Financial Advisors’s Discover Financial Services DFS Stock Holding History

Colton Groome Financial Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,004
Closed -$463K – 112
2021
Q4 		$463K Buy
4,004
+4
+0.1% +$463 0.19% 81
2021
Q3 		$491K Sell
4,000
-150
-4% -$18.4K 0.21% 69
2021
Q2 		$491K Buy
+4,150
New +$491K 0.22% 67