Evoke Wealth’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-475
| Closed | -$43K | – | 565 |
|
|
2022
Q3 | $43K | Sell |
475
-249
| -34% | -$22.5K | ﹤0.01% | 534 |
|
|
2022
Q2 | $68K | Buy |
724
+662
| +1,068% | +$62.2K | ﹤0.01% | 462 |
|
|
2022
Q1 | $7K | Buy |
62
+28
| +82% | +$3.16K | ﹤0.01% | 831 |
|
|
2021
Q4 | $4K | Hold |
34
| – | – | ﹤0.01% | 932 |
|
|
2021
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 880 |
|
|
2021
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 927 |
|
|
2021
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 940 |
|
|
2020
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 811 |
|
|
2020
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 835 |
|
|
2020
Q2 | $2K | Buy |
34
+22
| +183% | +$1.29K | ﹤0.01% | 851 |
|
|
2020
Q1 | $435 | Sell |
12
-225
| -95% | -$8.16K | ﹤0.01% | 1032 |
|
|
2019
Q4 | $20.1K | Sell |
237
-32,065
| -99% | -$2.72M | ﹤0.01% | 589 |
|
|
2019
Q3 | $2.62M | Buy |
+32,302
| New | +$2.62M | 0.32% | 42 |
|