DWA
DFS
Delos Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-49
| Closed | -$6.41K | – | 234 |
|
|
2024
Q2 | $6.41K | Hold |
49
| – | – | 0.01% | 143 |
|
|
2024
Q1 | $6.42K | Buy |
49
+38
| +345% | +$4.98K | 0.01% | 144 |
|
|
2023
Q4 | $1.24K | Hold |
11
| – | – | ﹤0.01% | 170 |
|
|
2023
Q3 | $991 | Hold |
11
| – | – | ﹤0.01% | 223 |
|
|
2023
Q2 | $1.29K | Hold |
11
| – | – | ﹤0.01% | 200 |
|
|
2023
Q1 | $1.09K | Hold |
11
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $1.08K | Hold |
11
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 225 |
|
|
2022
Q1 | – | Sell |
-118
| Closed | -$14K | – | 304 |
|
|
2021
Q4 | $14K | Buy |
+118
| New | +$14K | 0.01% | 171 |
|