EWM
DFS
Endurance Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-700
| Closed | -$50K | – | 497 |
|
|
2018
Q1 | $50K | Hold |
700
| – | – | 0.01% | 289 |
|
|
2017
Q4 | $54K | Hold |
700
| – | – | 0.01% | 272 |
|
|
2017
Q3 | $45K | Hold |
700
| – | – | 0.01% | 277 |
|
|
2017
Q2 | $44K | Hold |
700
| – | – | 0.01% | 288 |
|
|
2017
Q1 | $48K | Hold |
700
| – | – | 0.01% | 276 |
|
|
2016
Q4 | $50K | Hold |
700
| – | – | 0.01% | 266 |
|
|
2016
Q3 | $40K | Hold |
700
| – | – | 0.01% | 284 |
|
|
2016
Q2 | $38K | Hold |
700
| – | – | 0.01% | 285 |
|
|
2016
Q1 | $36 | Sell |
700
-165
| -19% | -$8 | 0.01% | 290 |
|
|
2015
Q4 | $46K | Sell |
865
-247
| -22% | -$13.1K | 0.01% | 271 |
|
|
2015
Q3 | $62K | Hold |
1,112
| – | – | 0.01% | 249 |
|
|
2015
Q2 | $64K | Buy |
+1,112
| New | +$64K | 0.01% | 248 |
|