HT
DFS

Heritage Trust’s Discover Financial Services DFS Stock Holding History

Heritage Trust’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-168
Closed -$13K – 385
2017
Q4 		$13K Sell
168
-42
-20% -$3.25K ﹤0.01% 265
2017
Q3 		$14K Buy
210
+168
+400% +$11.2K 0.01% 261
2017
Q2 		$3K Hold
42
– – ﹤0.01% 284
2017
Q1 		$3K Buy
+42
New +$3K ﹤0.01% 295