Concert Wealth Management’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$474K Sell
2016
Q4
$484K Sell
2016
Q3
$512K Sell
2016
Q2
$486K Buy
2016
Q1
$429K Sell
2015
Q4
$483K Sell
2015
Q3
$484K Buy
2015
Q2
$516K Sell
2015
Q1
$258K Sell
2014
Q4
$704K Buy
2014
Q3
$622K Sell
2014
Q2
$592K Buy
2014
Q1
$574K Sell
2013
Q4
$737K Buy
2013
Q3
$631K Buy
2013
Q2
$600K Buy