Homrich & Berg’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
Q1 | – | Sell |
-9,073
| Closed | -$654K | – | 298 |
|
|
2016
Q4 | $654K | Buy |
9,073
+999
| +12% | +$72K | 0.06% | 129 |
|
|
2016
Q3 | $457K | Buy |
8,074
+935
| +13% | +$52.9K | 0.04% | 158 |
|
|
2016
Q2 | $383K | Buy |
7,139
+121
| +2% | +$6.49K | 0.04% | 169 |
|
|
2016
Q1 | $357K | Buy |
7,018
+289
| +4% | +$14.7K | 0.04% | 169 |
|
|
2015
Q4 | $361K | Buy |
+6,729
| New | +$361K | 0.03% | 181 |
|