IWA
DFS

IBEX Wealth Advisors’s Discover Financial Services DFS Stock Holding History

IBEX Wealth Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,752
Closed -$215K – 243
2021
Q3 		$215K Buy
+1,752
New +$215K 0.04% 169
2017
Q1 		– Sell
-122
Closed -$9K – 143
2016
Q4 		$9K Buy
+122
New +$9K ﹤0.01% 296