CSat Investment Advisory’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $24K | Sell |
256
-20
| -7% | -$1.88K | 0.02% | 343 |
|
|
2020
Q4 | $25K | Sell |
276
-929
| -77% | -$84.1K | 0.02% | 297 |
|
|
2020
Q3 | $69K | Buy |
1,205
+63
| +6% | +$3.61K | 0.01% | 603 |
|
|
2020
Q2 | $57K | Buy |
1,142
+181
| +19% | +$9.03K | 0.01% | 656 |
|
|
2020
Q1 | $35K | Buy |
961
+76
| +9% | +$2.77K | 0.01% | 609 |
|
|
2019
Q4 | $75K | Buy |
885
+155
| +21% | +$13.1K | 0.02% | 448 |
|
|
2019
Q3 | $59K | Buy |
730
+39
| +6% | +$3.15K | 0.02% | 449 |
|
|
2019
Q2 | $53K | Buy |
691
+510
| +282% | +$39.1K | 0.02% | 471 |
|
|
2019
Q1 | $13K | Sell |
181
-16
| -8% | -$1.15K | 0.01% | 390 |
|
|
2018
Q4 | $12K | Buy |
197
+97
| +97% | +$5.91K | 0.01% | 379 |
|
|
2018
Q3 | $8K | Buy |
100
+13
| +15% | +$1.04K | ﹤0.01% | 402 |
|
|
2018
Q2 | $6K | Buy |
+87
| New | +$6K | ﹤0.01% | 431 |
|