FWM
DFS
Forefront Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,341
| Closed | -$1.68M | – | 40 |
|
|
2023
Q2 | $1.68M | Buy |
14,341
+29
| +0.2% | +$3.39K | 2.21% | 18 |
|
|
2023
Q1 | $1.41M | Buy |
14,312
+29
| +0.2% | +$2.87K | 1.85% | 20 |
|
|
2022
Q4 | $1.4M | Sell |
14,283
-18
| -0.1% | -$1.76K | 1.88% | 19 |
|
|
2022
Q3 | $1.3M | Buy |
14,301
+21
| +0.1% | +$1.91K | 1.81% | 22 |
|
|
2022
Q2 | $1.35M | Sell |
14,280
-260
| -2% | -$24.6K | 1.82% | 21 |
|
|
2022
Q1 | $1.6M | Sell |
14,540
-13,692
| -48% | -$1.51M | 1.58% | 25 |
|
|
2021
Q4 | $3.26M | Buy |
+28,232
| New | +$3.26M | 3.11% | 12 |
|