Goelzer Investment Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,550
| Closed | -$205K | – | 209 |
|
|
2020
Q3 | $205K | Buy |
+3,550
| New | +$205K | 0.02% | 241 |
|
|
2020
Q1 | – | Sell |
-3,580
| Closed | -$304K | – | 242 |
|
|
2019
Q4 | $304K | Sell |
3,580
-14
| -0.4% | -$1.19K | 0.03% | 225 |
|
|
2019
Q3 | $291K | Buy |
3,594
+8
| +0.2% | +$648 | 0.03% | 222 |
|
|
2019
Q2 | $278K | Sell |
3,586
-43
| -1% | -$3.33K | 0.03% | 233 |
|
|
2019
Q1 | $258K | Buy |
+3,629
| New | +$258K | 0.02% | 244 |
|