Graves Light Lenhart Wealth’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-219
| Closed | -$21K | – | 272 |
|
|
2022
Q2 | $21K | Hold |
219
| – | – | ﹤0.01% | 411 |
|
|
2022
Q1 | $24K | Hold |
219
| – | – | ﹤0.01% | 449 |
|
|
2021
Q4 | $25K | Hold |
219
| – | – | ﹤0.01% | 503 |
|
|
2021
Q3 | $27K | Hold |
219
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $26K | Hold |
219
| – | – | ﹤0.01% | 460 |
|
|
2021
Q1 | $21K | Hold |
219
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $20K | Buy |
+219
| New | +$20K | ﹤0.01% | 485 |
|