GoalVest Advisory’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$347 | – | 401 |
|
|
2023
Q3 | $347 | Buy |
+4
| New | +$347 | ﹤0.01% | 465 |
|
|
2023
Q1 | – | Sell |
-62
| Closed | -$6.07K | – | 268 |
|
|
2022
Q4 | $6.07K | Hold |
62
| – | – | ﹤0.01% | 198 |
|
|
2022
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 203 |
|
|
2022
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 262 |
|
|
2022
Q1 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 259 |
|
|
2021
Q2 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 211 |
|