CWM
DFS

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

Cornerstone Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-67,473
Closed -$1.03M – 513
2018
Q3 		$1.03M Sell
67,473
-3,606
-5% -$55.2K 0.01% 689
2018
Q2 		$999K Buy
+71,079
New +$999K 0.01% 778