Financial Architects (New Jersey)’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,133
| Closed | -$76K | – | 853 |
|
|
2020
Q1 | $76K | Buy |
2,133
+2,115
| +11,750% | +$75.4K | 0.02% | 329 |
|
|
2019
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 830 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 926 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q1 | $1K | Sell |
18
-325
| -95% | -$18.1K | ﹤0.01% | 1236 |
|
|
2018
Q4 | $20K | Sell |
343
-800
| -70% | -$46.6K | ﹤0.01% | 714 |
|
|
2018
Q3 | $87K | Buy |
1,143
+1,125
| +6,250% | +$85.6K | 0.01% | 439 |
|
|
2018
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1245 |
|
|
2018
Q1 | – | Sell |
-1,100
| Closed | -$85K | – | 1274 |
|
|
2017
Q4 | $85K | Hold |
1,100
| – | – | 0.01% | 471 |
|
|
2017
Q3 | $71K | Sell |
1,100
-1,500
| -58% | -$96.8K | 0.01% | 520 |
|
|
2017
Q2 | $162K | Buy |
2,600
+1,025
| +65% | +$63.9K | 0.03% | 333 |
|
|
2017
Q1 | $108K | Sell |
1,575
-11
| -0.7% | -$754 | 0.02% | 418 |
|
|
2016
Q4 | $114K | Sell |
1,586
-142
| -8% | -$10.2K | 0.03% | 364 |
|
|
2016
Q3 | $98K | Sell |
1,728
-152
| -8% | -$8.62K | 0.03% | 397 |
|
|
2016
Q2 | $100K | Buy |
1,880
+1,652
| +725% | +$87.9K | 0.03% | 371 |
|
|
2016
Q1 | $12K | Buy |
+228
| New | +$12K | ﹤0.01% | 689 |
|
|
2015
Q3 | – | Sell |
-250
| Closed | -$14K | – | 367 |
|
|
2015
Q2 | $14K | Hold |
250
| – | – | 0.01% | 691 |
|
|
2015
Q1 | $14K | Sell |
250
-151
| -38% | -$8.46K | 0.01% | 641 |
|
|
2014
Q4 | $26K | Sell |
401
-51
| -11% | -$3.31K | 0.01% | 466 |
|
|
2014
Q3 | $29K | Hold |
452
| – | – | 0.01% | 394 |
|
|
2014
Q2 | $28K | Buy |
+452
| New | +$28K | 0.01% | 421 |
|
|
2013
Q4 | – | Sell |
-551
| Closed | -$28K | – | 254 |
|
|
2013
Q3 | $28K | Buy |
551
+161
| +41% | +$8.18K | 0.02% | 328 |
|
|
2013
Q2 | $19K | Buy |
+390
| New | +$19K | 0.01% | 370 |
|