Hedeker 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,629
| Closed | -$225K | – | 74 |
|
|
2017
Q2 | $225K | Hold |
3,629
| – | – | 0.22% | 83 |
|
|
2017
Q1 | $248K | Buy |
3,629
+159
| +5% | +$10.9K | 0.23% | 88 |
|
|
2016
Q4 | $250K | Sell |
3,470
-130
| -4% | -$9.37K | 0.21% | 111 |
|
|
2016
Q3 | $2.5K | Buy |
+3,600
| New | +$2.5K | 0.13% | 72 |
|
|
2016
Q2 | – | Sell |
-5,770
| Closed | -$294K | – | 104 |
|
|
2016
Q1 | $294K | Hold |
5,770
| – | – | 0.28% | 70 |
|
|
2015
Q4 | $309K | Buy |
+5,770
| New | +$309K | 0.27% | 71 |
|
|
2015
Q3 | – | Sell |
-5,770
| Closed | -$333K | – | 113 |
|
|
2015
Q2 | $333K | Buy |
+5,770
| New | +$333K | 0.27% | 85 |
|
|
2015
Q1 | – | Sell |
-3,470
| Closed | -$227K | – | 106 |
|
|
2014
Q4 | $227K | Buy |
+3,470
| New | +$227K | 0.18% | 85 |
|