Dorchester Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,200
| Closed | -$225K | – | 111 |
|
|
2016
Q2 | $225K | Hold |
4,200
| – | – | 0.08% | 102 |
|
|
2016
Q1 | $214K | Sell |
4,200
-3,000
| -42% | -$153K | 0.08% | 103 |
|
|
2015
Q4 | $386K | Hold |
7,200
| – | – | 0.16% | 82 |
|
|
2015
Q3 | $500K | Hold |
7,200
| – | – | 0.18% | 74 |
|
|
2015
Q2 | $518K | Buy |
+7,200
| New | +$518K | 0.17% | 81 |
|