Guardian Capital’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,265
| Closed | -$447K | – | 149 |
|
|
2019
Q4 | $447K | Buy |
+5,265
| New | +$447K | 0.01% | 143 |
|
|
2017
Q2 | – | Sell |
-3,886
| Closed | -$266K | – | 207 |
|
|
2017
Q1 | $266K | Hold |
3,886
| – | – | ﹤0.01% | 197 |
|
|
2016
Q4 | $280K | Sell |
3,886
-1,347
| -26% | -$97.1K | ﹤0.01% | 199 |
|
|
2016
Q3 | $296K | Sell |
5,233
-1,091
| -17% | -$61.7K | ﹤0.01% | 188 |
|
|
2016
Q2 | $339K | Buy |
+6,324
| New | +$339K | 0.01% | 165 |
|
|
2016
Q1 | – | Sell |
-6,132
| Closed | -$329K | – | 199 |
|
|
2015
Q4 | $329K | Buy |
+6,132
| New | +$329K | 0.01% | 167 |
|
|
2013
Q4 | – | Sell |
-17,330
| Closed | -$876K | – | 195 |
|
|
2013
Q3 | $876K | Buy |
+17,330
| New | +$876K | 0.01% | 148 |
|