Financial Architects (New Jersey)’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,133
| Closed | -$76K | – | 854 |
|
|
2020
Q1 | $76K | Buy |
2,133
+2,115
| +11,750% | +$140K | 0.02% | 330 |
|
|
2019
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 830 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 942 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q1 | $1K | Sell |
18
-325
| -95% | -$22.3K | ﹤0.01% | 1360 |
|
|
2018
Q4 | $20K | Sell |
343
-800
| -70% | -$55.2K | ﹤0.01% | 798 |
|
|
2018
Q3 | $87K | Buy |
1,143
+1,125
| +6,250% | +$84.7K | 0.01% | 504 |
|
|
2018
Q2 | $1K | Buy |
+18
| New | +$1.32K | ﹤0.01% | 1245 |
|
|
2018
Q1 | – | Sell |
-1,100
| Closed | -$85K | – | 1424 |
|
|
2017
Q4 | $85K | Hold |
1,100
| – | – | 0.01% | 530 |
|
|
2017
Q3 | $71K | Sell |
1,100
-1,500
| -58% | -$91K | 0.01% | 579 |
|
|
2017
Q2 | $162K | Buy |
2,600
+1,025
| +65% | +$63.5K | 0.03% | 362 |
|
|
2017
Q1 | $108K | Sell |
1,575
-11
| -0.7% | -$772 | 0.02% | 452 |
|
|
2016
Q4 | $114K | Sell |
1,586
-142
| -8% | -$9.03K | 0.03% | 365 |
|
|
2016
Q3 | $98K | Sell |
1,728
-152
| -8% | -$8.71K | 0.03% | 400 |
|
|
2016
Q2 | $100K | Buy |
1,880
+1,652
| +725% | +$89.9K | 0.03% | 372 |
|
|
2016
Q1 | $12K | Buy |
+228
| New | +$11K | ﹤0.01% | 703 |
|
|
2015
Q3 | – | Sell |
-250
| Closed | -$14K | – | 380 |
|
|
2015
Q2 | $14K | Hold |
250
| – | – | 0.01% | 712 |
|
|
2015
Q1 | $14K | Sell |
250
-151
| -38% | -$8.94K | 0.01% | 647 |
|
|
2014
Q4 | $26K | Sell |
401
-51
| -11% | -$3.27K | 0.01% | 468 |
|
|
2014
Q3 | $29K | Hold |
452
| – | – | 0.01% | 396 |
|
|
2014
Q2 | $28K | Buy |
+452
| New | +$26.4K | 0.01% | 423 |
|
|
2013
Q4 | – | Sell |
-551
| Closed | -$28K | – | 254 |
|
|
2013
Q3 | $28K | Buy |
551
+161
| +41% | +$8.05K | 0.02% | 328 |
|
|
2013
Q2 | $19K | Buy |
+390
| New | +$17.9K | 0.01% | 370 |
|
Other funds holding DFS
N
