EWM
DFS
Evercore Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,490
| Closed | -$115K | – | 450 |
|
|
2017
Q4 | $115K | Hold |
1,490
| – | – | ﹤0.01% | 442 |
|
|
2017
Q3 | $96K | Sell |
1,490
-50
| -3% | -$3.22K | ﹤0.01% | 470 |
|
|
2017
Q2 | $96K | Sell |
1,540
-24
| -2% | -$1.5K | ﹤0.01% | 472 |
|
|
2017
Q1 | $107K | Buy |
1,564
+21
| +1% | +$1.44K | ﹤0.01% | 465 |
|
|
2016
Q4 | $111K | Buy |
1,543
+53
| +4% | +$3.81K | ﹤0.01% | 472 |
|
|
2016
Q3 | $84K | Sell |
1,490
-499
| -25% | -$28.1K | ﹤0.01% | 507 |
|
|
2016
Q2 | $107K | Buy |
1,989
+396
| +25% | +$21.3K | ﹤0.01% | 451 |
|
|
2016
Q1 | $81K | Sell |
1,593
-74
| -4% | -$3.76K | ﹤0.01% | 488 |
|
|
2015
Q4 | $89K | Hold |
1,667
| – | – | ﹤0.01% | 492 |
|
|
2015
Q3 | $87K | Hold |
1,667
| – | – | ﹤0.01% | 502 |
|
|
2015
Q2 | $96K | Hold |
1,667
| – | – | ﹤0.01% | 524 |
|
|
2015
Q1 | $94K | Sell |
1,667
-53
| -3% | -$2.99K | ﹤0.01% | 536 |
|
|
2014
Q4 | $112K | Buy |
1,720
+24
| +1% | +$1.56K | 0.01% | 444 |
|
|
2014
Q3 | $109K | Hold |
1,696
| – | – | 0.01% | 500 |
|
|
2014
Q2 | $105K | Buy |
1,696
+53
| +3% | +$3.28K | 0.01% | 501 |
|
|
2014
Q1 | $96K | Sell |
1,643
-500
| -23% | -$29.2K | 0.01% | 489 |
|
|
2013
Q4 | $120K | Buy |
2,143
+466
| +28% | +$26.1K | 0.01% | 428 |
|
|
2013
Q3 | $85K | Buy |
1,677
+583
| +53% | +$29.6K | ﹤0.01% | 507 |
|
|
2013
Q2 | $52K | Buy |
+1,094
| New | +$52K | ﹤0.01% | 562 |
|