Disciplined Investments’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37
| Closed | -$4.32K | – | 476 |
|
|
2023
Q2 | $4.32K | Sell |
37
-8
| -18% | -$935 | ﹤0.01% | 440 |
|
|
2023
Q1 | $4.45K | Buy |
45
+7
| +18% | +$692 | ﹤0.01% | 457 |
|
|
2022
Q4 | $3.72K | Buy |
38
+7
| +23% | +$685 | ﹤0.01% | 444 |
|
|
2022
Q3 | $3K | Sell |
31
-12
| -28% | -$1.16K | ﹤0.01% | 507 |
|
|
2022
Q2 | $4K | Buy |
43
+11
| +34% | +$1.02K | ﹤0.01% | 474 |
|
|
2022
Q1 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 491 |
|
|
2020
Q4 | – | Sell |
-228
| Closed | -$13K | – | 330 |
|
|
2020
Q3 | $13K | Hold |
228
| – | – | 0.01% | 241 |
|
|
2020
Q2 | $11K | Hold |
228
| – | – | 0.01% | 261 |
|
|
2020
Q1 | $8K | Buy |
+228
| New | +$8K | 0.01% | 283 |
|