Edge Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-32
| Closed | -$4K | – | 200 |
|
|
2021
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 348 |
|
|
2021
Q3 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 359 |
|
|
2018
Q4 | – | Sell |
-2,204
| Closed | -$168K | – | 570 |
|
|
2018
Q3 | $168K | Hold |
2,204
| – | – | 0.04% | 156 |
|
|
2018
Q2 | $155K | Buy |
+2,204
| New | +$155K | 0.04% | 160 |
|
|
2013
Q4 | – | Sell |
-229
| Closed | -$12K | – | 347 |
|
|
2013
Q3 | $12K | Hold |
229
| – | – | 0.01% | 225 |
|
|
2013
Q2 | $11K | Buy |
+229
| New | +$11K | 0.01% | 226 |
|