GWMIA
DFS
Global Wealth Management Investment Advisory’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-24
| Closed | -$2K | – | 631 |
|
|
2019
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 499 |
|
|
2019
Q2 | $2K | Sell |
24
-100
| -81% | -$8.33K | ﹤0.01% | 547 |
|
|
2019
Q1 | $9K | Buy |
124
+100
| +417% | +$7.26K | ﹤0.01% | 391 |
|
|
2018
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 628 |
|