Counsel Portfolio Services’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,300
| Closed | -$347K | – | 295 |
|
|
2014
Q4 | $347K | Buy |
+5,300
| New | +$347K | 0.04% | 249 |
|
|
2014
Q2 | – | Sell |
-9,200
| Closed | -$535K | – | 325 |
|
|
2014
Q1 | $535K | Hold |
9,200
| – | – | 0.05% | 234 |
|
|
2013
Q4 | $515K | Hold |
9,200
| – | – | 0.05% | 228 |
|
|
2013
Q3 | $465 | Sell |
9,200
-800
| -8% | -$40 | 0.02% | 222 |
|
|
2013
Q2 | $476K | Buy |
+10,000
| New | +$476K | 0.06% | 228 |
|