Icon Wealth Partners’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $115K | Buy |
1,333
+392
| +42% | +$34K | 0.01% | 368 |
|
|
2023
Q2 | $110K | Buy |
+941
| New | +$110K | 0.01% | 395 |
|
|
2021
Q1 | – | Sell |
-2,527
| Closed | -$229K | – | 332 |
|
|
2020
Q4 | $229K | Buy |
+2,527
| New | +$229K | 0.04% | 256 |
|
|
2020
Q3 | – | Sell |
-19,908
| Closed | -$997K | – | 270 |
|
|
2020
Q2 | $997K | Buy |
+19,908
| New | +$997K | 0.24% | 81 |
|
|
2019
Q2 | – | Sell |
-360
| Closed | -$26K | – | 311 |
|
|
2019
Q1 | $26K | Buy |
+360
| New | +$26K | 0.01% | 493 |
|
|
2018
Q3 | – | Sell |
-481
| Closed | -$34K | – | 379 |
|
|
2018
Q2 | $34K | Buy |
+481
| New | +$34K | 0.01% | 466 |
|
|
2018
Q1 | – | Sell |
-569
| Closed | -$44K | – | 373 |
|
|
2017
Q4 | $44K | Buy |
+569
| New | +$44K | 0.02% | 449 |
|