Gupta Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-302
| Closed | -$16K | – | 1170 |
|
|
2015
Q4 | $16K | Sell |
302
-1,308
| -81% | -$69.3K | ﹤0.01% | 729 |
|
|
2015
Q3 | $85K | Sell |
1,610
-45
| -3% | -$2.38K | 0.02% | 363 |
|
|
2015
Q2 | $95K | Buy |
1,655
+45
| +3% | +$2.58K | 0.02% | 354 |
|
|
2015
Q1 | $91K | Buy |
+1,610
| New | +$91K | 0.03% | 316 |
|