Hanson & Doremus Investment Management’s Discover Financial Services DFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-196
| Closed | -$19K | – | 473 |
|
2022
Q4 | $19K | Hold |
196
| – | – | ﹤0.01% | 401 |
|
2022
Q3 | $18K | Hold |
196
| – | – | ﹤0.01% | 388 |
|
2022
Q2 | $19K | Hold |
196
| – | – | ﹤0.01% | 382 |
|
2022
Q1 | $22K | Buy |
196
+103
| +111% | +$11.6K | ﹤0.01% | 396 |
|
2021
Q4 | $11K | Hold |
93
| – | – | ﹤0.01% | 411 |
|
2021
Q3 | $11K | Buy |
+93
| New | +$11K | ﹤0.01% | 393 |
|
2021
Q2 | – | Sell |
-93
| Closed | -$9K | – | 441 |
|
2021
Q1 | $9K | Buy |
+93
| New | +$9K | ﹤0.01% | 405 |
|