CWA
DFS
Constellation Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,970
| Closed | -$459K | – | 104 |
|
|
2015
Q2 | $459K | Buy |
7,970
+1,019
| +15% | +$58.7K | 0.04% | 139 |
|
|
2015
Q1 | $392K | Buy |
6,951
+96
| +1% | +$5.41K | 0.03% | 151 |
|
|
2014
Q4 | $449K | Hold |
6,855
| – | – | 0.04% | 142 |
|
|
2014
Q3 | $441K | Sell |
6,855
-80
| -1% | -$5.15K | 0.04% | 145 |
|
|
2014
Q2 | $430K | Buy |
+6,935
| New | +$430K | 0.05% | 127 |
|