Evolution Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-54
Closed -$5K 389
2019
Q4
$5K Buy
54
+4
+8% +$370 ﹤0.01% 393
2019
Q3
$4K Hold
50
﹤0.01% 303
2019
Q2
$4K Buy
+50
New +$4K ﹤0.01% 284