Edmond de Rothschild Holding’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 |
-5,821
| Closed | -$680K | – | 706 |
|
|
2023
Q2 | $680K | Sell |
5,821
-551
| -9% | -$64.4K | 0.01% | 358 |
|
|
2023
Q1 | $630K | Buy |
6,372
+6,071
| +2,017% | +$600K | 0.01% | 359 |
|
|
2022
Q4 | $29.4K | Buy |
+301
| New | +$29.4K | ﹤0.01% | 688 |
|
|
2015
Q4 | – | Sell |
-307
| Closed | -$16K | – | 822 |
|
|
2015
Q3 | $16K | Sell |
307
-384
| -56% | -$20K | ﹤0.01% | 726 |
|
|
2015
Q2 | $40K | Buy |
+691
| New | +$40K | ﹤0.01% | 658 |
|