CWA
DFS

Constellation Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Constellation Wealth Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
2015
Q2 		$459K Buy
2015
Q1 		$392K Buy
2014
Q4 		$449K Hold
2014
Q3 		$441K Sell
2014
Q2 		$430K Buy