IWP
DFS

Icon Wealth Partners’s Discover Financial Services DFS Stock Holding History

Icon Wealth Partners’s Portfolio DFS Stock Details DFS Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$115K Buy
2023
Q2 		$110K Buy
2021
Q1 		– Sell
2020
Q4 		$229K Buy
2020
Q3 		– Sell
2020
Q2 		$997K Buy
2019
Q2 		– Sell
2019
Q1 		$26K Buy
2018
Q3 		– Sell
2018
Q2 		$34K Buy
2018
Q1 		– Sell
2017
Q4 		$44K Buy