Heritage Wealth Management (Arizona)’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $147K | Buy |
1,504
+761
| +102% | +$74.4K | 0.02% | 365 |
|
|
2022
Q3 | $68K | Sell |
743
-210
| -22% | -$19.2K | 0.02% | 364 |
|
|
2022
Q2 | $90.1K | Hold |
953
| – | – | 0.03% | 349 |
|
|
2022
Q1 | $105K | Buy |
+953
| New | +$105K | 0.03% | 364 |
|
|
2021
Q3 | $157K | Sell |
1,276
-350
| -22% | -$43.1K | 0.06% | 259 |
|
|
2021
Q2 | $192K | Sell |
1,626
-2,342
| -59% | -$277K | 0.07% | 231 |
|
|
2021
Q1 | $377K | Buy |
+3,968
| New | +$377K | 0.21% | 86 |
|