Estate Counselors’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
Q1 | – | Sell |
-11,033
| Closed | -$1.08M | – | 141 |
|
|
2022
Q4 | $1.08M | Buy |
11,033
+55
| +0.5% | +$5.38K | 0.15% | 98 |
|
|
2022
Q3 | $998K | Hold |
10,978
| – | – | 0.15% | 81 |
|
|
2022
Q2 | $1.04M | Buy |
10,978
+30
| +0.3% | +$2.84K | 0.15% | 85 |
|
|
2022
Q1 | $1.21M | Hold |
10,948
| – | – | 0.16% | 76 |
|
|
2021
Q4 | $1.27M | Buy |
10,948
+73
| +0.7% | +$8.44K | 0.15% | 81 |
|
|
2021
Q3 | $1.34M | Buy |
10,875
+90
| +0.8% | +$11K | 0.17% | 73 |
|
|
2021
Q2 | $1.28M | Buy |
+10,785
| New | +$1.28M | 0.17% | 70 |
|