Dynamic Advisor Solutions’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,159
| Closed | -$303K | – | 686 |
|
|
2024
Q3 | $303K | Buy |
2,159
+87
| +4% | +$12.2K | 0.01% | 747 |
|
|
2024
Q2 | $271K | Sell |
2,072
-129
| -6% | -$16.9K | 0.01% | 794 |
|
|
2024
Q1 | $289K | Buy |
2,201
+93
| +4% | +$12.2K | 0.01% | 773 |
|
|
2023
Q4 | $236K | Buy |
+2,108
| New | +$236K | 0.01% | 784 |
|
|
2021
Q4 | – | Sell |
-1,857
| Closed | -$228K | – | 729 |
|
|
2021
Q3 | $228K | Buy |
+1,857
| New | +$228K | 0.02% | 658 |
|
|
2014
Q1 | – | Sell |
-4,153
| Closed | -$232K | – | 200 |
|
|
2013
Q4 | $232K | Buy |
+4,153
| New | +$232K | 0.17% | 173 |
|