Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,601
| Closed | -$474K | – | 214 |
|
|
2017
Q1 | $474K | Sell |
6,601
-140
| -2% | -$10.1K | 0.11% | 261 |
|
|
2016
Q4 | $484K | Sell |
6,741
-2,280
| -25% | -$164K | 0.11% | 259 |
|
|
2016
Q3 | $512K | Sell |
9,021
-68
| -0.7% | -$3.86K | 0.06% | 369 |
|
|
2016
Q2 | $486K | Buy |
9,089
+703
| +8% | +$37.6K | 0.07% | 350 |
|
|
2016
Q1 | $429K | Sell |
8,386
-670
| -7% | -$34.3K | 0.06% | 382 |
|
|
2015
Q4 | $483K | Sell |
9,056
-303
| -3% | -$16.2K | 0.06% | 368 |
|
|
2015
Q3 | $484K | Buy |
9,359
+511
| +6% | +$26.4K | 0.07% | 367 |
|
|
2015
Q2 | $516K | Sell |
8,848
-1,214
| -12% | -$70.8K | 0.07% | 355 |
|
|
2015
Q1 | $258K | Sell |
10,062
-631
| -6% | -$16.2K | 0.07% | 340 |
|
|
2014
Q4 | $704K | Buy |
10,693
+978
| +10% | +$64.4K | 0.11% | 251 |
|
|
2014
Q3 | $622K | Sell |
9,715
-297
| -3% | -$19K | 0.08% | 221 |
|
|
2014
Q2 | $592K | Buy |
10,012
+139
| +1% | +$8.22K | 0.07% | 241 |
|
|
2014
Q1 | $574K | Sell |
9,873
-3,200
| -24% | -$186K | 0.07% | 245 |
|
|
2013
Q4 | $737K | Buy |
13,073
+606
| +5% | +$34.2K | 0.09% | 191 |
|
|
2013
Q3 | $631K | Buy |
12,467
+1
| +0% | +$51 | 0.09% | 203 |
|
|
2013
Q2 | $600K | Buy |
+12,466
| New | +$600K | 0.09% | 188 |
|