CWM
DFS
Curi Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 316 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 541 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 510 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 199 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 417 |
|